Advent Salentica Overview

Advent-Salentica offers CRMs designed specifically for financial services. These systems automate efficiency tracking and suggest proactive client outreach, with extensive configurability.

Use Cases

Customers recommend Relationship Management, Engaging And Following Up, Lead Qualification: Technographic, as the business use cases that they have been most satisfied with while using Advent Salentica.

Other use cases:

  • Trust Management
  • Workflow Management
  • Contact List Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using Advent Salentica.

Advent Salentica Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...Salentica brings together a deep understanding of CRM technologies and unparalleled partnerships and alliances with leading technology solutions providing advisors with a truly integrated experience...." Peer review

Advent Salentica, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Comprehensive Insights on Advent Salentica Use Cases

What solutions does Advent Salentica provide for Relationship Management?

What makes Advent Salentica ideal for Engaging And Following Up?

Case Studies

COMPANY INDUSTRY CASE STUDIES
Advent Salentica case study
Financial Services
Financial Services
CASE STUDY Pareto Asset Management

Pareto Asset Management improved efficiency and accuracy using Advent's solutions, enhancing portfolio management and client services.

Read More
Advent Salentica case study
Financial Services
Financial Services
CASE STUDY Pareto Asset Management

Pareto Asset Management improved efficiency and accuracy using Advent's solutions, enhancing portfolio management and client services.

Read More

Advent Salentica Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.48/5 ★

Read Reviews (2)
Analytics

3.31/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.48/5 ★

Read Reviews (2)
Analytics

3.31/5 ★

Read Reviews (3)

Software Failure Risk Guidance

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for Advent Salentica

Top Failure Risks for Advent Salentica

SS&C Advent Profile

Company Name

SS&C Advent

Company Website

https://www.advent.com/

HQ Location

San Francisco, CA

Employees

1001-5000

Social

Financials

M&A