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Salentica Engage

Salentica Engage serves as a customer relationship management (CRM) solution specifically designed for wealth management professionals and advisory firms. This...

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Salentica Engage serves as a customer relationship management (CRM) solution specifically designed for wealth management professionals and advisory firms. This...

Watch Demo Get Pricing
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Product Overview

Salentica Engage serves as a customer relationship management (CRM) solution specifically designed for wealth management professionals and advisory firms. This platform, which is based on Microsoft Dynamics 365, enables seamless integration in real time and automates workflows to enhance client interaction and ensure compliance. Although the initial configuration might need some assistance, organizations reap the rewards of a scalable framework along with personalized CRM adjustments.

Product Details

What Is Salentica Engage?

Salentica Engage serves as a CRM solution tailored for firms in the financial services sector aiming to consolidate client information, streamline workflows, and enhance operational effectiveness. Leveraging Microsoft Dynamics 365, it seamlessly connects with custodians, portfolio management systems, and Microsoft applications to provide a comprehensive view of clients.

This platform also accommodates intricate estate planning frameworks, promotes secure collaboration among advisory teams, and improves engagement through better visibility.

Salentica Engage Pricing

The pricing for Salentica Engage is customized according to the type of deployment and the specific needs of your business. Reach out to us for a tailored pricing plan that suits your organization.

Salentica Engage Integrations

Salentica Engage works well with various third-party applications and systems, including:

  • Docusign

  • iRebal

  • Junxure

  • Moody’s

  • eMoney

Schedule a demo of Salentica Engage to discover more about its integration capabilities.

Who Is Salentica Engage For?

This solution is well-suited for numerous industries and sectors, such as:

  • Financial institutions

  • Asset management

  • Retirement services

Is Salentica Engage Right For You?

If your organization requires a CRM that can manage complex client relationships, automate compliance processes, and integrate with financial platforms, then Salentica Engage is an excellent choice. It is designed to effectively handle estate planning frameworks, facilitate client onboarding, and enhance advisor collaboration.

If you are still uncertain whether Salentica Engage meets your needs, please reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
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✘ mobile app
✔ mobile crm
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✘ email integration email marketing
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✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Customizable workflows and automation
  • ✔ Unified client views and data consolidation
  • ✔ Microsoft Dynamics 365 foundation for security and compliance

Cons

  • ✘ Integration setup can require dedicated IT resources
  • ✘ Initial configuration complexity for non-technical users

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The vendor has not disclosed any API access.

Salentica Engage supports the English language.

Support is available via phone and email.

The vendor offers custom Salentic Engage price plans based on firm size, implementation scope, and configuration requirements. Contact us for Salentica Engage cost estimate.

It integrates with various third-party apps, including DocuSign, iRebal, eMoney, and Moody’s.

Typical users who benefit from Salentica features include businesses in various industries and sectors, including wealth management, financial institutions, and retirement services.

Yes, the platform can be accessed via Microsoft’s mobile applications for Dynamics 365.