
Salentica
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Overview
$50 - $99/hr
Avg Hourly Rate
10 - 49
Employees
1997
Year Founded
ABOUT SALENTICA
Enhanced Oversight and Compliance
Salentica is a fully integrated software company dedicated to delivering optimal client management solutions for wealth management firms. Our goal is to enhance operational efficiency, minimize operational risks, and improve business development processes to support our clients' growth. We measure our success by the success of our clients. We accomplish this by providing software that aligns with the needs of wealth management firms, offering innovative ideas and best practices from our extensive knowledge in the field, and delivering ongoing support services to ensure lasting success and widespread user adoption. Since our founding in 1997, Salentica has been offering Client Relationship Management solutions specifically for wealth management firms. Our extensive functionality and profound understanding of industry best practices stem from years of collaboration with wealth managers. We aim to minimize unexpected challenges for our key stakeholders, including employees and clients, while exceeding client expectations and fostering long-lasting relationships. Upholding and safeguarding our clients' confidential information is fundamental to our principles, and we will never compromise that commitment.
LANGUAGES SPOKEN
English
HIGHLIGHTS
$50 - $99/hr
Avg Hourly Rate
10 - 49
Employees
1997
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% CRM Consulting and SI
20% ERP Consulting and SI
10% Other IT Consulting and SI
About the Team
OUR STORY
Black Diamond offers tailored CRM solutions designed specifically for wealth management professionals, aiming to enhance client relationships at every stage. Their CRM platforms streamline prospecting, onboarding, and relationship management, providing deep insights and engagement tools for a comprehensive client view. Firms can choose among three options—Edge, Elements, and Engage—each built on robust platforms like Salesforce Lightning or Microsoft Dynamics 365 and catering to varied firm sizes and needs. Edge offers a managed CRM experience requiring no system migration, ideal for startups and growing firms. Elements integrates industry-specific features with vast app connectivity, while Engage delivers a highly customizable platform for enterprise-level organizations. By simplifying operations through unified workflows, centralized contact management, and seamless integrations, Black Diamond empowers firms to drive
Projects & Clients
Project Size & Rate
Average Hourly Rate
$50 - $99/hr