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

Comprehensive Insights on Advent Salentica Use Cases

How can Advent Salentica optimize your Relationship Management Workflow?

What makes Advent Salentica ideal for Engaging And Following Up?

Case Studies

Financial Services

CASE STUDY Wealthquest

Salentica Engage™ helped Wealthquest automate text messaging for their firm. They integrated their voice system, Ring Central, and used Power Automate to build a compliant messaging platform. This ma...de their text messaging simple and efficient. The solution also streamlined operations for the wealth management firm. Wealthquest gained a firm-wide automation capability with this platform.

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Financial Services

CASE STUDY Leading South African firm

Sylvan helped a leading South African firm improve its performance measurement. The firm wanted to replace many systems with one solution. Sylvan gave them a flexible platform for all their investmen...t performance needs. The solution made their processes easier and supported GIPS compliance. The firm can now expand and improve its performance activities.

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Insurance

CASE STUDY International Insurer

SS&C Sylvan, SS&C Vision FI, and SS&C Managed Services helped a multinational insurer replace many separate systems with one standard solution. The new system supports all performance measurement tea...ms worldwide. It handles complex performance calculations and results reporting. The solution offers advanced performance measurement, composite management, report development, and managed services. The insurer now meets global reporting needs with one platform.

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Financial Services

CASE STUDY Vantage Infrastructure

SS&C and Vision FI helped Vantage Infrastructure set up a new client servicing model after a company spin-out. The fund manager needed to deliver critical client reporting on a tight deadline. The so...lution provided timely and accurate report development, integrated data, and automation. Vantage Infrastructure gained report customization, flexibility, cost efficiency, and self-service. This improved their client reporting process and operational efficiency.

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Financial Services

CASE STUDY InvesTrust Wealth Management

SS&C Innovest helped InvesTrust Wealth Management improve trust accounting, reporting, and trading. InvesTrust used SS&C Innovest's managed services and technology for over 20 years. The company outs...ourced key operational processes to SS&C Innovest. This allowed InvesTrust to serve as a custodian for third-party money managers. The case highlights the benefits of using a full suite of managed services for financial operations.

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Financial Services

CASE STUDY Trust Company of the South

Trust Company of the South used Black Diamond, Salentica Engage, and Innovest from SS&C. They needed trust, investment reporting, and client management tools that could grow with them. They wanted to... combine their technologies under one provider. The new solution helped them streamline operations. They found it easier to manage their business as they grew.

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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

HQ Location

San Francisco, CA

Employees

1001-5000

Social

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Financials

M&A