In wealth and asset management, a properly executed client management strategy is critical to the growth and development of your firm. In today’s financial technology landscape, CRM is more necessary than ever. Come see what Salentica, an award-winning CRM leader focused exclusively on financial services, has to offer. With a range of platform options, Salentica has a solution that fits the unique needs of your growing business.

Join our CRM experts as they discuss how Salentica Elements, built on the Salesforce^® Lightning Platform, can help you and your firm:

• Grow your business with scale
• Boost operational efficiency
• Improve advisor productivity
• Elevate client service levels