Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Salentica provides an impressive suite of features that can be tailored to meet diverse needs, alongside the capability of adding numerous additional options. We have streamlined repetitive tasks, conducted in-depth analyses, and integrated top-tier tools, resulting in a highly effective web-based financial CRM. Salentica enhances activation rates, improves campaign quality, and refines outreach efforts. By enabling targeted marketing, improved segmentation, the identification of personalized content opportunities, and comprehensive customer perspectives, it significantly boosts your marketing efficacy. Understanding if you are communicating effectively with clients can be challenging, but now you can respond to their inquiries in a more informed and credible manner. Our automation of workflows allows your CRM to take over routine tasks, minimizing errors and granting your team the freedom to concentrate on complex responsibilities that require human insight and creativity. In this way, Salentica not only enhances efficiency but also elevates the overall quality of client engagement.

Description

Enhance your connections with top-tier integrations and reporting tools to maximize the utility of your data. By establishing a unified source of truth, you can glean more actionable insights that facilitate a profound understanding of your customers and their financial paths, ultimately transforming engagement and enhancing the overall customer experience. Build a data-driven ecosystem at the heart of your sales and marketing efforts. Use these insights to analyze performance metrics and gain a clearer picture of your return on investment. Total Expert serves as a uniquely designed CRM and customer engagement platform tailored specifically for banks. Institutions that collaborate with Total Expert experience growth at 2.2 times the industry average, fostering stronger customer relationships, increasing retention rates, and achieving higher levels of customer satisfaction—all through a balanced blend of digital and human interactions. This approach not only streamlines operations but also ensures that customer needs are prioritized at every touchpoint.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

COZYROC SSIS+ Suite No 
Microsoft Dynamics 365 Yes 
TrustEngine No 

Integrations

COZYROC SSIS+ Suite Yes 
Microsoft Dynamics 365 No 
TrustEngine Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

SS&C Salentica

Founded

1986

Country

United States

Website

www.salentica.com

Vendor Details

Company Name

Total Expert

Founded

2012

Country

United States

Website

totalexpert.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Alternatives

Alternatives

Chatabox Reviews

Chatabox

Werkflo Software Solutions Pty Limited
Cimmaron Mortgage Manager Reviews

Cimmaron Mortgage Manager

Cimmaron Software, Inc.
CoreTrac Reviews

CoreTrac

Ignitech
Surefire CRM Reviews

Surefire CRM

Top of Mind Networks