âThis is an attractive solution for wealth management firms that want to move quickly or do not have the available IT resources to manage the server environment,â said Bill Rourke, president, Salentica. âWith Advisor Desk FASTRAK, our clients can be up and running quickly with functionality specific to their needs, without any upfront capital investment.â
âSalenticaâs Advisor Desk demonstrates the real value that hosted offerings of CRM solutions can provide to customers,â said Brad Wilson, general manager for Microsoft Dynamics CRM at Microsoft Corp. âWith Salenticaâs domain expertise and experience working with wealth management firms, this new offering will provide more choice to customers looking for a CRM solution tailored to their needs.â
Salenticaâs senior managers average 16âplus years of experience working with wealth management firms. Its professional services team draws on learning from over 60 wealth management engagements, best practices knowledge and familiarity with the business processes, relationships and systems of wealth management firms.