Case Study

Wetherby Asset Management

Wetherby Asset Management

Pages 2 Pages

CASE STUDY SALENTICA ® CRM ADVISOR EDITION PUTTING CLIENTS FIRST Takes Client Service to the next level with Salentica CRM Screen sample of Salentica CRM For more information contact us: 212-672-1777 or 416-366-3456 www.salentica.com or info@salentica.com Progressive thinking and exceptional client service lie at the core of Wetherby Asset Management. When the firm began in 1990, it embarked on a mission that was, at the time

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