Toronto, ON (PRWEB) November 9, 2010
Salentica announced today its sponsorship of the Investment Counsel Association of Canada’s 2010 Annual General Meeting and Conference, Innovations 2010, Seizing Opportunities, being held at the Toronto Board of Trade, Nov. 10.
The conference is expected to attract approximately 150 delegates, primarily private money managers targeting high net worth and institutional investors. Salentica will exhibit its customer relationship management (CRM) solution and advisory services designed specifically for the needs of the wealth management market.
“We’re excited to have this opportunity to showcase our comprehensive suite of modules that deliver a single and complete view of client information enabling wealth management firms to closely track relationships, market more effectively, strengthen oversight and compliance, and drive operational efficiency,” said Bill Rourke, Salentica’s President.
“We have focused our technology development efforts on the wealth management market since our inception in 1997, when we recognized the need for a vertically focused CRM solution. Our participation at the ICAC confirms this commitment and enables us to stay closely aligned with emerging industry needs and concerns. That translates into better solutions for all our clients.”
Salentica’s CRM offers a familiar Microsoft Outlook interface, built on Microsoft Dynamics CRM, for accessing Know Your Client data, including personal information, portfolio and account data, and key relationships, as well as a robust Client Book (client statement) tool. Wealth managers can easily view all client touch points and documents (via Microsoft SharePoint integration), with security-controlled access, including access from a Blackberry® or choice of Windows-based PDA.
Salentica’s Advisory Services enables wealth management firms to optimize workflows and operational procedures, and thereby lower risk while maximizing returns on their technology investment.
About the Investment Counsel Association of Canada
The Investment Counsel Association of Canada is the representative organization for Investment Counsel and Portfolio Managers in Canada. Member firms are only in the business of managing investments for clients in keeping with each client's needs and objectives and risk tolerance. The Association was founded in 1952 and its current membership is responsible for managing in excess of over $700 billion in client assets.
Salentica was formed in 1997 by a group of seasoned technology and financial industry experts who recognized the need for a vertically focused customer relationship management (CRM) solution. With over 20 years of experience in delivering technology for financial services, Salentica has more than 65 clients worldwide, including leading financial institutions, wealth managers and family offices. http://www.salentica.com
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