Connect with experts, master data hygiene, and learn how to use CRM to create efficiencies within your business. 

 

Our instructor-led training sessions are designed to help you get the most out of your CRM. Whether you're new to Salentica or you're a veteran who's looking for the best possible experience—we've got you covered.

 

Session will take place at the JW Marriott Orlando, Grande Lakes. Starting at 2pm eastern time. Book your hotel here. 

 

We provide a range of trainers that cater to diverse roles and responsibilities. Book your seat via the form below.

Space is limited, so RSVP now.

• Designing Smart Workflows
  •  Create efficiencies in your business and processes
• Gathering Valuable Insight
  • Data In, Data Out
• Building Your Web
  • Use your CRM to create a comprehensive picture of each of your clients
• Networking Cocktails

Every attendee will leave with a complimentary swag bag, chock-full off all the (good) corporate swag any conference goer could ask for.

SS&C Deliver is an in-person event for executives and decision-makers of any SS&C solution. Designed for those seeking hands-on learning, industry insights, and networking. The Deliver conference hosts a superb lineup of curated sessions for all wealth managers.

 

Read More About Deliver Here >>>

 

During Deliver, Salentica will also be hosting a panel discussion on Monday October 3rd @ 11:40am eastern time.

 

Session Title: How Wealth Managers are Identifying Customer Profitability and Assigning Service Levels