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Articles tagged "Salentica"


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Rohit Mahna: [There's] a massive convergence as disruptive new entrants are forcing financial institutions to reimagine the entire customer experience across every line of business.

Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant

A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades

September 19, 2018 at 10:20 PM

David Ireland: We started with Advent and Black Diamond integrations, then APX … now we're talking with other [SS&C] portfolio systems.

As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say

Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited

May 15, 2018 at 5:26 PM

Bill Rourke: You don't need a program to make it work. Everyone else is doing APIs. We're doing connections.

Advent's parent buys Salentica to bolster Black Diamond CRM

SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise

October 24, 2016 at 2:48 PM

Most innovative? Judges including Michael Kitces, Jud Mackrill and Tina Powell ponder.

Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 at 6:56 PM

Matthew Weibler: Commonwealth’s new CRM is shockingly fast.

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

December 2, 2015 at 4:58 AM

Derek Jaskulski: My gripe is that when you have special groups like advisors, [Salesforce] should be aware that e-mail retention is an industry requirement.

How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking

After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details

January 22, 2014 at 7:44 AM

Bill Rourke: If we don’t do this, we don’t get the business.

How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica

The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing

January 21, 2014 at 6:40 AM

Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].

Tamarac picks second Microsoft partner to handle spike in demand from big RIAs

Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline

December 21, 2012 at 4:06 PM

Neesha Hathi: We think we can bite this off.

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life

Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

November 14, 2012 at 5:23 PM

Neesha Hathi: We take client feedback very seriously and we've been watching (Tamarac) for a long time.

Schwab taps Tamarac as its next integration partner

The allure was Microsoft CRM and a significant overlap in customer bases

May 17, 2012 at 4:14 PM

1,600 Laserfiche users, vendors, resellers, consultants and technology partners assembled in Disneyland to learn about latest developments in content management.

Laserfiche user conference draws a big crowd that wants to toss filing cabinets

Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event

January 31, 2012 at 5:38 PM

Matt Stroh: We've have had another consecutive year of over 50% revenue growth.

What Tamarac's overhauling of its Advisor Xi has yielded

The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

January 17, 2012 at 6:09 AM

Neesha Hathi: It would be much simpler to say: Let's make Schwab Advisor Center the center of the universe.

What Neesha Hathi has to say about Schwab's oh-so-slow-but-steady technology initiative

The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?

November 16, 2011 at 5:11 AM

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