CASE STUDY SALENTICA® CRM AND CLIENT BOOK Technology has had a big hand in steering the firm’s growth and success. To help bring order and oversight to thousands of client contacts and activities, the firm decided to invest in a Customer Relationship Management (CRM) solution from Salentica®, purpose-built for the wealth management industry and based on the Microsoft Dynamics CRM® platform. The firm’s database, which holds a vast amoun

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