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Salentica®: Enhance Advisor Productivity with Intelligent CRM
Wednesday, August 28, 2019
2pm ET / 11am PT
Duration: 60 minutes

Making informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time. It’s also essential for advisors to surface secure and accurate data in just a few clicks to be able to answer inquiries or have constructive dialogue with clients.

Salentica’s intelligent cloud-based CRM platforms enable advisors to manage their day-to-day business and client relationships with unprecedented productivity.

Register for this webinar to learn how with Salentica, advisors can:

  • Manage client relationships, including client profiles, activities and communications
  • View recent reports and daily account data including positions, holdings, asset allocation and more
  • Leverage the power of integration with leading custodians, portfolio management and financial planning systems
Melissa Best - white background - black border.jpg
Melissa Best
Senior Sales Executive
SS&C Salentica
Jonathan Lucas - black border.png
Jonathan Lucas
Senior Solutions Consultant
SS&C Salentica

Please enter your details to register for the webinar:
If you would like to speak to a representative immediately,
please dial +1 800 727 0605 or email us.
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840-121 King Street W. | Toronto, ON M5H 3T9
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