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
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Business Priorities

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

Other priorities:

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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 benefits does Advent Salentica offer for Relationship Management?

What Are the key features of Advent Salentica for Engaging And Following Up?

Advent Salentica Features

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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

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Financials

M&A