List of SS&C Salentica Elements Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Salentica Elements customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C Salentica Elements for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C Salentica Elements for CRM include: Cary Street Partners, a United States based Banking and Financial Services organisation with 180 employees and revenues of $20.0 million, LourdMurray, a United States based Banking and Financial Services organisation with 40 employees and revenues of $4.0 million, Marietta Investment Partners, a United States based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using SS&C Salentica Elements, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SS&C Salentica Elements customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cary Street Partners | Banking and Financial Services | 180 | $20M | United States | SS&C Technologies | SS&C Salentica Elements | CRM | 2024 | n/a |
In 2024, Cary Street Partners implemented SS&C Salentica Elements as their CRM. The deployment paired SS&C Salentica Elements with SS&C Black Diamond to standardize processes across multiple offices in the United States and to centralize client relationship management.
The implementation focused on streamlining advisor workflows and improving client servicing consistency, configuring SS&C Salentica Elements to support contact and household management, client interaction tracking, and opportunity pipeline workflows consistent with CRM functional patterns. Configuration emphasized advisor centric views, standardized service templates, and task automation to reduce manual handoffs and normalize client servicing practices across locations. The system was tailored to support advisory team workflow orchestration and consistent client engagement sequences.
Integration work concentrated on operational alignment between SS&C Salentica Elements and SS&C Black Diamond, synchronizing client and account metadata to align portfolio reporting with CRM client records. The integration established cross system visibility for advisors and client service teams and was applied across the firm’s multiple offices in the United States. Data flows were organized to keep client records, account context, and reporting schedules consistent between the CRM and the portfolio reporting system.
Governance emphasized standardized processes and rollout controls, defining advisor workflow ownership, service playbooks, and phased user training to accelerate adoption. The initiative delivered measurable operational efficiencies as reported by the firm.
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LourdMurray | Banking and Financial Services | 40 | $4M | United States | SS&C Technologies | SS&C Salentica Elements | CRM | 2019 | n/a |
In 2019, LourdMurray implemented SS&C Salentica Elements CRM in the United States to improve CRM usage and integrate advisor workflows with SS&C Black Diamond. The deployment concentrated on the firm’s advisory functions and client interaction tracking for a 40 person financial advisory firm. SS&C Salentica Elements was configured to centralize contact and interaction records, enable advisor workflow orchestration, and introduce task and workflow assignment automation. The implementation emphasized assignment based routing of work instead of a shared inbox, and applied CRM capabilities for activity logging, task queues, and workflow sequencing. Integration with SS&C Black Diamond linked portfolio and reporting context to client records and advisor tasks, improving visibility into client interactions. Governance and process changes shifted communications and ownership to system driven assignment, and the firm reported improved task and workflow assignment, elimination of a shared inbox bottleneck, and tighter firm wide communications after deployment.
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Marietta Investment Partners | Banking and Financial Services | 10 | $3M | United States | SS&C Technologies | SS&C Salentica Elements | CRM | 2019 | n/a |
In 2019, Marietta Investment Partners implemented SS&C Salentica Elements as its CRM to centralize client data and support wealth management workflows in the United States. The boutique advisory firm with roughly 10 employees configured SS&C Salentica Elements to consolidate client records and drive advisor-centric service models.
Configuration work emphasized client data modeling, contact and household management, activity and task workflows, and configurable client profiles to enable more personalized servicing and to support advisor productivity. The SS&C Salentica Elements deployment focused on streamlined record templates, workflow automation for client touchpoints, and role-based views aligned to advisory processes.
Operational coverage targeted wealth management advisors and client service processes across the United States, centralizing interactions and standardizing workflows for a compact team. Governance centered on advisor workflow ownership, data entry standards, and a staged rollout approach to embed consistent client servicing practices and productivity objectives.
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