Partnering Opportunities with Salentica

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Microsoft CRM for Financial Services Firms
Tim Davey, Partner Salentica Systems Inc.
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Industry Trends

• Globalization
• Regulatory Compliance
• Demographics

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Globalization

• Enhanced opportunity in new markets
• Fast developing economies
• China, India, Pan-Pacific
• MA activities
• Off-shoring

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Regulatory Compliance

• Global Issue
• New Laws
• More stringent enforcement on old laws
• Mandating adherence within a formal compliance
  function
• Technology viewed as a tool for compliance
• Integrating with business process
• Reducing operational risks, negative publicity

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Demographics

• Baby Boomers accumulating unprecedented wealth
• Lots of global choices
• Demand for new products and services
• Innovative customer experience
• Unique segments
• Emphasize convenience, service, value
• Recognize supply chain and key stakeholders
• Responsibility shifting from government /
  employer to individuals

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Industry Issues

• Increase Profitability
• Decrease Operational Costs
• Increase Customer Loyalty
• Improve Customer Satisfaction
• Increase Productivity
• Increase Wallet Share
• Increase Household Share

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Salentica Delivery Methodology Use Web
Technology Domain Expertise for Effective
Low Cost Application Delivery
Salentica Design Philosophy Minimize Click
Time Maximize Client Time
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Office / Outlook Integration
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Simplified SchedulingVia Outlook
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Shared Calendaring with Outlook
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Compliance - capturing all client Outlook
communications
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View Spheres of Influence
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View Inbound Outbound Client Documents
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Capturing Financial Transactions
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Manage Virtual Sales / Service Teams
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Track Expenses Client Touchpoints
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Dashboards KPI, Profitability
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KPIs- Drill-Down,Roll Up
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Marketing Support
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Word Mail Merge!!!
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Marketing Approved / Compliant Documents
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Excel - Call List Manager
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Call Reporter
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Real Time Communication Alerts to PDA of Choice
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• Expense Management to track client profitability
• Extensive Reporting Capabilities for Compliance
• Alerts of relevant transactions
• Large withdrawals
• Portfolio balancing alerts
• Interoffice communication alerts for
  significant conversations
• Targeted Content Distribution
• Great recruiting tool

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• The Result
• Everything is one place, Microsoft Outlook
• Higher adoption rate
• Very easy to use
• Better productivity
• Manage all KYC information,
• householding - multiple families,
• multiple portfolios views,
• account influencers
• Tracking of all touch points and mapping all
  activity of relationships
• attaching all related emails,
• conversations,
• meetings,
• client documents to manage compliance
  requirements

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Founded 1997, Over 60 Customers worldwide,
laser focus on Financial Services
Institutional Brokers Corporate
Finance Financial Product Wholesaling Wealt
h Management Institutional Asset Management

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• Salentica iParties
• Salentica Activities Plus
• Salentica Call Reporter
• Salentica Coverage Manager
• Salentica Asset Viewer
• Salentica Expense Manager
• Salentica Mailer Content Distributor
• Salentica Event Manager
• Salentica Analytics Reporting
• Salentica Mobile Connect

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Member of the Microsoft Advisor
Platform Marketing Program      Microsoft
Presidents Club 2004, 2005, 2006 2005 Microsoft
Impact Award Runner up, ISV Solution of the
Year 2004 Microsoft Impact Award Runner up,
Excellence in CRM Solutions   2003 Microsoft
Impact Award Winner, Rookie of the Year       
      
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• Tim Davey
• Salentica Systems Inc
• 416-366-3456 ext 233
• tdavey_at_salentica.com