Salentica Releases Schwab OpenView Gateway™ Solution for Microsoft Dynamics CRM Users

Schwab Advisors using Microsoft Dynamics CRM have the option to access Schwab custody data from within the CRM with Salentica App.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInEmail a friend

Salentica CRM - for Advisors and Family Offices

“Salentica’s Schwab OpenView Gateway™ application will give advisors using Microsoft Dynamics CRM a great solution from one of the leaders in the CRM market for independent advisors,” said Jeremy Thies, Senior Director, US Dynamics Partner and Industry.

New York, NY (PRWEB) April 10, 2013

Salentica Inc., a market leader in providing innovative and integrated Client Relationship Management (CRM) and Client Reporting technology solutions for wealth managers, and Schwab Intelligent Technologies announced the general availability of Schwab OpenView Gateway™ for Microsoft Dynamics® CRM, a third party application developed by Salentica for advisors using Microsoft Dynamics CRM 2011.

The Schwab OpenView GatewayTM for Microsoft Dynamics CRM solution mirrors the behavior of the integration currently within Salentica CRM, providing real-time Schwab Advisor Services (Schwab) account data within Microsoft Dynamics CRM. Users can now access in Real Time account balances, positions, transactions, alerts, account profiles and account documents including Statements, Trade Confirms and Tax Documents. Firms can also synchronize Schwab account records with Dynamics CRM.

“With this application, advisors using Microsoft Dynamics can gain access to a rich integration with Schwab Advisor Center at a nominal cost,” says Salentica’s President, Bill Rourke. “Our vision is to provide advisors with an integrated client management solution with deep functionality that will save them time and increase efficiency. Developing integrations and workflow automation within Salentica CRM is how we create that solution.”

“Salentica’s Schwab OpenView Gateway™ application will give advisors using Microsoft Dynamics CRM a great solution from one of the leaders in the CRM market for independent advisors,” said Jeremy Thies, Senior Director, US Dynamics Partner and Industry. “Advisors are looking to use the Microsoft Dynamics CRM as their information hub to manage their business and Salentica’s Integration Framework is enabling advisors to connect to the applications and data sources they need.”

“This new application will bring the benefits of integration to a larger number of advisors who custody assets with Schwab, particularly those who use Microsoft Dynamics CRM but prefer to customize it themselves,” said Brian Shenson, vice president of technology solutions for Schwab Advisor Services. “Allowing for choice and flexibility is one of our top priorities when working with advisors.”

Six months ago, the availability of Schwab OpenView GatewayTM was made public only for Salentica CRM users; this functionality is now available to all Microsoft Dynamics CRM users. Clients have reported many benefits of the integration including: “Integration of the custody data into the CRM will bring together information we need to know about our clients in one location, and we can respond quickly to client requests, which ultimately lets us deliver better service.” Roger Sharp of Roger L. Sharp & Associates.

Reducing time through workflow automation

Salentica has adopted eight Schwab workflows currently available for Microsoft Dynamics CRM produced by Schwab Intelligent Technologies. The Schwab OpenView WorkflowTM Library provides 28 universal workflows, built to maximize the advisors’ use of CRM solutions.

Bill Rourke says, “Providing a convenient and easy to use system is critical for a wealth management CRM. Thought leaders and other forerunners in the industry have made the same observation. Working with Schwab to introduce advisor-focused workflows should boost user efficiency significantly.”

“We are glad that Salentica has incorporated workflows from the Schwab OpenView Workflow Library into their solution,” said Shenson. “Salentica really knows and understands the business processes of the advisors they serve, and we think that these workflows will go a long way towards helping those advisors increase efficiency.”

About Salentica Inc.

Salentica is a market leader in providing innovative integrated Client Relationship Management (CRM) and Client Reporting technology solutions for wealth managers, and has a successful track record of over 25 years in developing and implementing financial software. Built on the Microsoft® Dynamics CRM foundation, Salentica solutions seamlessly integrate with various portfolio systems providing clients with a full range of benefits offered by the powerful combination of Salentica’s vertical focus on the wealth management and features- and functionality- rich Microsoft platform. Salentica’s world-class clients include Family Offices, Investment Advisors, Private and Institutional Wealth Managers among which are some of the largest global banks and financial institutions.


Contact

Follow us on: Contact's Facebook Contact's Twitter Contact's LinkedIn

Attachments

Integrated with Schwab OpenVeiw Gateway, Advent Axys & APX, TDA Institutional, Envestnet Tamarac Advisor Rebalancing & Laser App Salentica CRM for Advisors

Salentica CRM is the most powerful CRM solution for Advisors powered by Microsoft Dynamics CRM