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AdvisorEngine CRM Case Studies

  • Temenos Advisory Drives Operational Efficiencies to Enhance Profitability

    George Taylor Chief Executive Officer

  • Seneschal Advisors Making the Switch from Salesforce

    Tania Kaarvand Operations Manager
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  • Practifi
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    4.8 / 5.0
    Customer References 17 total
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    Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …

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  • BankSight
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    4.8 / 5.0
    Customer References 5 total
    About

    BankSight is The First Intelligent Banking Customer Engagement Application 100% purpose-built for banks and credit unions. It consolidates and analyzes the data financial institutions already have to help bankers and …

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  • OpenPro
    Reference Rating
    4.8 / 5.0
    Customer References 4 total
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    OpenPro is a leader in licensed open source ERP (Enterprise Resource Planning) software. OpenPro's ERP software solutions deliver a flexible, scalable and fully featured management system for small business to …

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