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SS&C Salentica

Read 8 SS&C Salentica reviews and testimonials from customers, explore 8 case studies and customer success stories, and watch customer videos to see why companies chose SS&C Salentica as their Salesforce Consulting

SS&C Salentica goal is to eliminate redundancies for their key stakeholders, including employees, partners and clients, while exceeding expectations and building long-term partnerships. Respecting and protecting their clients’ confidential information is foundational to everything they do. Salentica has provided business and client relationship management solutions for the wealth management industry since its inception in 1997.

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Customer Rating Review Score based on 1587 reference ratings
4.8/5.0 (1587)

8Testimonials

  • “The integration of Salentica CRM and ClickDimensions has become a critical component of our client service model.”

    Eric Sontag Chief Operating Officer

  • “In order for us to take care of clients and deliver high quality service, all of our business processes run through Salentica Engage.”

    Patrick Chase Director of Technology and Performance Measurement

  • “If there is a change, we only need to enter it one time and it gets updated across the platforms – everything talks to each other.”

    Clint Lewis Managing Director
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8 Case Studies

  • Sontag Advisory - Customer Case Study

    Eric Sontag Chief Operating Officer

  • Salentica Elements™ Helps Cater to Clients With Complex Requirements and the Need …

    Jill Young Chief Compliance Officer

  • Advancing the Advisor-client Experience Through a Unified Tech Stack

    Clint Lewis Managing Director
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Additional SS&C Salentica Information & Resources

Read SS&C Salentica Reviews, Testimonials & Customer References from 8 real SS&C Salentica customers.

Browse SS&C Salentica Case Studies, Customer Success Stories, & Customer References from 8 businesses that use SS&C Salentica.

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