List of SS&C Salentica Engage Customers
Windsor, 6095, CT,
United States
Since 2010, our global team of researchers has been studying SS&C Salentica Engage 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 Engage 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 Engage for CRM include: Wealthquest, a United States based Banking and Financial Services organisation with 43 employees and revenues of $12.0 million, Fiduciary Investment Advisors, a United States based Banking and Financial Services organisation with 30 employees and revenues of $3.0 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 Engage, 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 Engage 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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Fiduciary Investment Advisors | Banking and Financial Services | 30 | $3M | United States | SS&C Technologies | SS&C Salentica Engage | CRM | 2019 | n/a |
In 2019, Fiduciary Investment Advisors consolidated multiple CRM instances into SS&C Salentica Engage, a CRM built on Microsoft Dynamics, to centralize business processes across advisory and client service functions. The initial deployment focused on unifying client records, contact management, and relationship data across multiple business lines to create a single customer view for advisors and operations staff.
SS&C Salentica Engage was configured to support core CRM functional workflows including contact and relationship management, activity tracking, and automated task routing, and it leveraged Microsoft Power BI for consolidated reporting and analytics. The project integrated Power Automate to orchestrate workflow automation for onboarding, task assignment, and client communications, aligning CRM workflows with day to day advisory processes and service delivery.
The implementation emphasized a Microsoft Dynamics platform foundation, with governance work to standardize the data model, workflow rules, and record ownership across teams. SS&C Salentica Engage served as the central CRM platform, and a Salentica customer blog published March 2019 reported improved productivity and higher quality client service following the rollout.
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Marietta Investment Partners | Banking and Financial Services | 10 | $3M | United States | SS&C Technologies | SS&C Salentica Engage | CRM | 2016 | n/a |
In 2016, Marietta Investment Partners implemented SS&C Salentica Engage as its cloud CRM on Microsoft Dynamics 365. The deployment of SS&C Salentica Engage targeted integration with Axys and Charles Schwab while establishing firm-wide client interaction logging and a standardized contact cadence.
Configuration work emphasized client contact management, interaction logging, and workflow automation within the CRM, using Microsoft Dynamics 365 cloud architecture to centralize records and automate routine client touchpoint workflows. The implementation configured cadence orchestration and client lifecycle workflows to institutionalize consistent outreach and capture of interaction data.
Integrations explicitly included Axys and Charles Schwab, and the firm planned subsequent integrations of portfolio accounting and custodial feeds to align data across systems and improve consistency. Operational scope covered firm-wide adoption with client-facing teams and operations using the CRM to capture interactions and manage relationship workflows.
Governance changes formalized a contact cadence policy and mandated logging of client interactions to drive adoption and consistency across the firm. Roughly a year into the implementation the firm reported easier interaction tracking and workflow automation, and stated plans to integrate portfolio accounting and custodial feeds to ensure consistent data across systems.
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Wealthquest | Banking and Financial Services | 43 | $12M | United States | SS&C Technologies | SS&C Salentica Engage | CRM | 2024 | n/a |
In 2024, Wealthquest implemented SS&C Salentica Engage as its Microsoft Dynamics-based CRM to centralize advisor workflows and automate compliance capture. The deployment was framed as a firm-wide strategic move in July 2024 and targeted consolidation of client documentation and advisor operational processes across the firm.
The SS&C Salentica Engage implementation configured core CRM capabilities for advisor relationship management, activity and task automation, and compliance capture. The project leveraged Microsoft Power Platform components Power Automate and Power BI to orchestrate automated workflows and to federate reporting and operational dashboards from the CRM data model.
Integrations explicitly included RingCentral text archiving for compliance capture and a Microsoft Dynamics-based data model for advisor and client records. Operational scope covered Wealthquest’s U.S. advisory teams and included a re-papering program for over 4,000 Investment Policy Statements to align documented instructions and client agreements inside the CRM.
Governance and rollout emphasized standardized compliance workflows and advisor procedures, with the July 2024 initiative instituting formalized capture points for communications and documentation. The implementation delivered automated workflows and stronger compliance controls across the U.S. advisory teams, and centralized client service workflows within SS&C Salentica Engage CRM.
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