ssctech.com/salentica SS&C SALENTICA WHITEPAPER Wealth Management Firms: Deliver ROI from CRM Acquire optimal value and competitive advantage from your core technology platform2 Wealth Management Firms: Deliver ROI from CRM This paper explores the many ways in which an advanced wealth management CRM platform delivers ROI, by offering intuitive features that align with your business goals and that your staff will use to their full advantage. Client relationships are at the heart of your business. Sure, financial planning expertise, investment acumen and a respectable record of performance are all essential, but they are price-of-entry. The real determinant of sustainable success is your ability to attract, cultivate, engage, retain, and grow clients. It’s not surprising, then, t

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