Audience

Companies searching for a financial services CRM solution

About Salentica

Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more. We’ve automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available. Salentica helps improve activations, create better campaigns, and optimize outreach. Through more focused targeting, better segmentation, discovering personalized content opportunities, and holistic customer views. It isn’t always easy to know if you are saying the right things to the right client. But now, it’s possible to answer their questions with more validity and in a more informed way. Our workflow automation allows your CRM to do the work for you. Expedite menial tasks to reduce error and free up your employees' time to focus on work only humans can handle.

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Integrations

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Ratings/Reviews - 1 User Review

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5
More Reviews Write a Review

Company Information

SS&C Salentica
Founded: 1986
United States
www.salentica.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

Salentica Frequently Asked Questions

Q: What kinds of users and organization types does Salentica work with?
Q: What languages does Salentica support in their product?
Q: What kind of support options does Salentica offer?
Q: What other applications or services does Salentica integrate with?
Q: What type of training does Salentica provide?

Salentica Product Features

Financial CRM

Expense Tracking
Household Tracking
Account Alerts
Asset Management
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Salentica Verified User Reviews

Write a Review
  • A Salentica User
    Investment Advisor and Director of Marketing
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "It's awful!"

    Edited 2023-05-17

    Pros: Nothing about this program is a positive. Well... There is one. It can take the AUM of the accounts and create Tiers for your clients automatically based on criteria instead of manually but that is it. There are so many alternatives out there to pick from. We were sold something that ended up being very archaic. And we regret it.

    Cons: It can be customized to how you want it but it's so archaic that customization is not worth it. It connects to nothing via 1 or 2 way sync except Black Diamond. Anything you do has to be exported to Excel to use the data. The reports should work but don't half the time. And you have to know the coding of each field to even use the reporting for the fields you want to choose from. It's just so very complicated.

    Overall: If I could give this a 0, I would!!!!!!!!!!! We were sold that it integrates with other programs but YOU have to integrate them yourself using Microsoft Dynamics. You have to build the connectors. We tried and you need to know programming to do it.

    Read More...
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