Toronto, ON (PRWEB) February 15, 2007
Salentica Systems Inc., a leading provider of client management solutions based on Microsoft Dynamics™ CRM, today announced that Fortigent has selected the Salentica Suite of its client management software system. Fortigent will use Salentica Suite to improve and streamline its customer contact database.
Fortigent, provides outsourced wealth management solutions and consulting services to advisory firms and banks targeting high net worth clients. The company offers a sophisticated investment platform, alternative investment expertise, vigorous unbiased due diligence, true data aggregation and consolidated performance reporting and experienced practice management advice.
The Salentica Suite of CRM modules chosen by Fortigent will integrate easily with existing systems and will enhance Fortigent's differentiated client-focused approach to business by giving them up-to-the minute comprehensive customer data.
Tim Davey, VP Sales and Marketing, Salentica Systems Inc., said "We are excited to have Fortigent not only as a customer but as a trusted advisor and partner. Their commitment to their customers fits well with our own approach to business. We are an advocate of the services that Fortigent offers and are delighted to recommend and highlight them to our group of wealth management customers and partners. Our business and target markets are very much in alignment and both companies will benefit from recommending such expertise and knowledge".
Fortigent Chief Technology Officer, Jamie McIntyre notes, "A differentiating aspect of the Fortigent business model is our focus on enhancing the client experience. The Salentica Suite will allow us to continue to provide our clients with the tools they need to help grow and manage their businesses. There is significant market research indicating that regular and targeted client contact is critical to attracting and retaining high net worth business - and the Salentica Suite will help us do just that.
The Salentica Suite is the Wealth Management solution which allows users to work with the Microsoft CRM in a manner that reflects their normal business dealings with clients. Whether a sales representative or manager, the wealth management component will display the information needed. The CRM is tightly integrated with Microsoft Outlook allowing for greater ease of use and high adoption rates. Client management tasks are seamless and allow for "know your client" information, creation of hierarchical groupings and easy navigation among relationship, including account, household and family. Incorporates Expense management, marketing distribution, single pane views on client and households and integrates with multiple custodial services.
Built around Microsoft's Customer Relationship Management solution, Salentica has delivered the functionality to provide financial services firms with the ability to deliver superior client service in a cost efficient manner.
About Salentica Systems Inc.
Salentica provides client management solutions for buy- and sell-side financial service firms, built around the Microsoft .NET platform and Microsoft CRM. Salentica extends the platform by creating purpose built components to address specific needs of the financials services market. Salentica's customer base includes many of North America's largest financial services firms in mutual fund wholesaling, investment banks, institutional asset management, private wealth management, retail brokerage and insurance.
Fortigent | Outfitters to Enterprising Financial Advisors. Fortigent provides sophisticated wealth management solutions and consulting services to investment advisory firms and banks targeting high net worth clientele. We offer wealth management advisors a differentiated suite of tools and services to help them grow and position their businesses by combining institutional quality investment research and analytics with comprehensive, high-touch consulting services on business practice issues including sales and marketing, organizational operations, and business strategies.
Bill Rourke, President
Salentica Systems Inc.
(416)366-3456 ext. 222
Gary Carrai, Senior Managing Director, Consulting and Sales