Solution introduction

A turnkey, yet configurable CRM with a data model built for Financial Services

Elements is a defined CRM that constantly delivers new tools and enhanced best practices in a seamless no-disruption system

Designed specifically for the unique needs of RIAs, wealth managers, and asset managers.

Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific features and integrations with the most trusted core CRM concepts and workflows.

Leverage our deep domain knowledge to reduce operational risks, increase business process efficiency, and improve your business development pipeline. Delivering the superior service experience your clients expect.

Features & benefits

  • Increased business intelligence
  • Regulatory and compliance management
  • Embeds the Salesforce Lightning platform
  • Robust workflow automation
  • Extensive range of integrations
  • Pipeline management
  • Holistic view of clients
  • Anywhere, anytime access
  • Enhanced client engagement

Robust workflow automation
Salentica Elements includes a package of preconfigured workflows, while you also have the ability to configure an unlimited amount of additional.

Empowering you to streamline complex tasks, automate repetitive processes, and connect separate systems. Elements allows you to do more with the same to scale your business.

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