Home
 > search for

Featured Documents related to » salentica



ad
Get Free ERP Systems Comparisons Now

Find the best ERP software solution for your business!

Use the software selection tool employed by IT professionals in thousands of selection projects per year. FREE software comparisons based on your organization's unique needsquickly and easily!
Register to access your free comparison reports and more!

Country:

 Security code
Already have a TEC account? Sign in here.

Documents related to » salentica


Salentica Inc


SALENTICA: Formed in 1997, Salentica provides client management and technology solutions for the wealth management market.

Salentica AdvisorDesk


SALENTICA: Salentica AdvisorDesk is a CRM and client reporting solution built around Microsoft CRM and designed to meet the requirements of private and institutional wealth management firms.

A Growth Opportunity for Wealth Firms: Addressing the Changing Needs of Wealth Management Clients
North American wealth management clients, recovering from the market downturn of 2008 and current market conditions have new expectations of their wealth management firms. Market changes present a tremendous business opportunity for wealth management firms that can adapt to the changing needs of investors. Learn about customer relationship management (CRM) solutions that address the demands of today’s market.

SALENTICA: salentica, crm, financial management, wealth management, microsoft crm, dynamic crm, dynamics crm, crm dynamics, crm softwares, crm software, software crm, customer relationship management, crm 4.0, ms dynamics crm, microsoft dynamic crm, microsoft dynamics crm, microsoft crm dynamics, crm dynamics microsoft, crm microsoft dynamics, ms crm, crm ms, crm system, crm management, management crm, web crm, crm web, business crm, crm business, ms crm 4.0, financial management risk, open crm, crm open, crm customer, customer crm, free crm, crm free, e crm, open source crm, crm on line, microsoft crm 4.
11/11/2010 1:23:00 PM

Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do
With $1 billion in assets under management, Hillview Capital Advisors, LLC had to pull data from a dozen different sources to gain a complete client view. The firm had been relying on a mix of applications that now seemed inadequate for its growing needs. Learn how a new customer relationship management (CRM) system helped the firm increase productivity and get instant access to know-your-client information.

SALENTICA: salentica, Hillview Capital Advisors, crm, asset management, financial management, microsoft crm, dynamic crm, dynamics crm, crm dynamics, crm softwares, crm software, software crm, customer relationship management, contact management, crm 4.0, ms dynamics crm, microsoft dynamic crm, microsoft dynamics crm, microsoft crm dynamics, crm dynamics microsoft, ms crm, crm ms, crm system, asset management software, software asset management, software asset management software, crm management, web crm, crm web, business crm, crm business, ms crm 4..
11/11/2010 1:24:00 PM

Customer Relationship Management (CRM) Software Evaluation Report


SALENTICA: Customer Relationship Management (CRM) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.


Recent Searches
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Others