Company Overview

Salentica Systems Inc. provides Analytics and CRM software solutions for firms providing wealth management products and services. Salenticas solutions address the needs of front line personnel while having the ability to integrate into back office record keeping, investment and financial systems. Salenticas web enabled software allows companies to disseminate timely and relevant information, which may be gathered from disparate internal and external sources. The information can be provided to employees, partners and customers through a web based Dashboard that is personalized to each users knowledge requirements.

Salentica has a fast paced, success oriented work environment fueled by the talent, skills and expertise of employees who have extensive experience providing solutions for wealth management companies.

Our goal when delivering our solutions is to consistently exceed our clients expectations, deliver high value for the investment our clients make with Salentica, and provide personnel with a high degree of expertise in the wealth management industry.

Company Information

Additional Details

Legal Name: Salentica Systems Inc.

Number of Employees: 7

Contacts

Services

• Professional Services

  Salenticas professional services group has over 65 cumulative years providing successful solutions for financial service organizations. Our experience includes implementing investment management, performance reporting and front office customer relationship management(CRM) systems. Our professionals understand our customers businesses and the factors that contribute to their success. Our experience helps ensure our clients receive a best of breed solution that integrates well within their environment.

Products

• Crm Plus Module

  Salentica CRM Plus is an add-on module for Microsoft CRM that provides firms with the capability to gain a more in depth understanding of their clients relationships and interactions. The module consists of the following components, which are available individually or in combination.

  iParties: Users gain the ability to view and navigate relationships between contacts, accounts, leads and opportunities within Microsoft CRM. One to many relationships can be defined between these entities.

  Expense: Provides the ability to capture the expenses directly in the Microsoft CRM. Linking expenses back to the client enables firms to gain a comprehensive understanding of a clients profitability.

  Activities Plus: Provides a rolled-up view of all activities associated with a contact or account, and all sub-contacts or accounts.

• Microsoft Crm

  Microsoft Customer Relationship Management is designed to help small and medium-sized businesses build profitable customer relationships. Integrated Sales and Customer Service modules enable employees to share information to improve sales success and deliver consistent, efficient customer service. Sales and customer service features include leads and opportunity management, a complete view of customer history, automated incident management, a searchable knowledgebase, and a Customer Portal that lets customers serve themselves. Microsoft CRM also includes reporting tools for accurate forecasting and measurement of business activity and employee performance.

• Salentica Analytics
• Salentica Financial Solutions

  Salentica Financial Solutions are configurations of Microsoft CRM designed to suit the needs of wealth management firms, mutual funds, insurance companies and credit unions. These pre- built configurations provide core functionality that enable firms to reduce the time and effort to implement Microsoft CRM.

NAICS Categories

• 523920 Portfolio Management

Additional Information