Instantly upgrade your relationship management & customer experience without having to replace your entire tech stack. Built on Salesforce’s platform, Elements turns generic but powerful Salesforce components into a CRM product explicitly for financial services, while somehow making it affordable. But more than just a name upgrade, the acquisition brought new partnerships and expanded functionality into Elements. Founded in 2006, Salentica joined the SS&C family in 2016. Quick to deploy, Data Broker integrations points are owned by SS&C Salentica's team, so they stay update on partner release notes and expanding possibilities.Įlements is a CRM made by SS&C Salentica. With Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data With mid-tier pricing, this product is most well-known for contact management and does charge an additional per-device charge for mobile access.ĭata Broker is for those firms already using Salesforce or Microsoft Dynamics, and not looking to make a change, but rather make those CRMs more financial service focused. It is a cloud-based platform but has been known to have a dated UI that has not been refreshed since inception. That is most frequently bundled with FMG’s Portfolio Management system. Advisors AssistantĪdvisors Assistant from FMG is a contact management, CRM, portfolio management and insurance tracking application. After further investigation, you will figure out that by creating a CRM hub to centralize your business, you can actually save money. Better communication-between your business, customers, and between departments like sales, service, support, and management. You will hear about, improving customer interactions, and how that can lead to an increased share of wallet. When you start to uncover the features and capabilities of CRM beyond solid, easy to use contact management technology. Table of Contents Click on the name to jump to that section
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