Monday, October 24, 2016

SS&C to acquire leading guide CRM answer, Salentica

Salentica brings subsequent-era customer journey capabilities for advisors
WINDSOR, Conn., Oct. 24, 2016 /PRNewswire/ -- SS&C applied sciences Holdings, Inc. (SSNC), a world company of fiscal services application and software-enabled functions, these days introduced its acquisition of main CRM answer Salentica.
SS&C applied sciences (PRNewsFoto/SS&C applied sciences)
extra
Salentica will develop into a platform associate to the enterprise's Black Diamond® wealth platform and deepen integrations and support for other SS&C customers together with APX, Axys, and international Wealth Platform. The Salentica crew brings deep capabilities in presenting integrated CRM solutions for each Microsoft Dynamics CRM and Salesforce CRM structures. The business will function as a business unit beneath SS&C and the acquisition will add 30 personnel. With greater than 5,000 clients and an ordinary company dimension of over $three billion in assets, Salentica's valued clientele encompass registered funding advisers (RIAs), broker-purchasers, household offices, institutional wealth managers, and believe organizations. The incredibly skilled leadership team, together with President and Founder invoice Rourke, will remain in area. below the brand new firm, Rourke reports to Dave Welling, Managing Director and Co-established manager of SS&C advent. Mr. Welling is liable for main SS&C's approach in wealth administration.
"fundamentally here is an acquisition about adding deep advantage in CRM, a key part of the marketing consultant technology ecosystem, and being able to deliver that journey to tremendous, complicated advisory companies," spoke of Mr. Welling. "We welcome Salentica's unparalleled advantage and experience in wealth management CRM implementations to clients using the Black Diamond wealth platform and other SS&C options in a unique and meaningful manner."
"we are excited to enter this next part of our growth as part of SS&C and to deepen our already mighty relationship with the SS&C crew," referred to invoice Rourke, President and founder of Salentica. "We found that we have a mutual commitment to helping consumers and how the combination of expertise and service play a key function in their increase."
About SS&C technologies
SS&C is a global company of funding and financial application-enabled features and utility for the international financial features trade. established in 1986, SS&C is headquartered in Windsor, Connecticut and has workplaces everywhere. Some 10,000 fiscal features groups, from the world's biggest associations to native companies, manipulate and account for his or her investments the use of SS&C's products and features.
more information about SS&C (SSNC) is obtainable at www.ssctech.com. observe SS&C on Twitter, Linkedin and fb. The SS&C technologies emblem is accessible at www.globenewswire.com/newsroom/prs/?pkgid=8587 
To view the customary version on PR Newswire, consult with:http://www.prnewswire.com/news-releases/ssc-to-purchase-main-advisor-crm-answer-salentica-300349499.html
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Friday, October 21, 2016

SaaS business Merges Financials with Salesforce CRM

FinancialForce introduced that Motus switched from Quickbooks to FinancialForce financial management. Motus gives cell people with ingenious solutions to make their work existence extra productive, productive and ecocnomic. Realizing the future impact of mobile technology on the team of workers early on in 2004, Motus’ cloud-based platform automates mileage catch, route planning & optimization and wholly integrates automobile reimbursement, own-use of fleet motors, fees and CRM entries.
Motus’ total company is constructed on lengthy-term client relationships and is general for its sophisticated facts accuracy across answer traces. Its decision to seek a new accounting system got here as the company entered a length of boom the place Quickbooks could not assist efficient and clear workflows. Quickbooks records become siloed from customer facts, that have been housed in Salesforce, leading to slower accounting practices, consumer facts blunders and miscommunication between departments. Motus executives had no precise-time visibility into the business and have become worried about its lengthy-term capability to scale.
When the time came to evaluate a brand new accounting device, Motus was trying to find a solution that aligned with its enterprise approach to create a single client record and basically join its sales groups with capabilities and finance. To do this, it sought an answer developed on the Salesforce Platform to be able to get rid of the statistics issues that arose with Quickbooks. Motus selected FinancialForce no longer most effective for being developed natively on the Salesforce platform, but for its capability to continually scale with the enterprise allowing them to do greater without growing headcount.
“Like many SaaS companies, we've our points of interest set on huge growth over the following few years and our previous accounting answer turned into no longer cut out to aid that purpose,” spoke of Tim Brown, CFO of Motus. “We wanted a better of type architecture from an answer that could seamlessly integrate with our Salesforce records, making FinancialForce an obvious choice. The vigor of FinancialForce monetary management has in reality been round having the information established around a single client checklist. Our earnings, carrier and finance groups are all in a position to drill into the same client statistics to be able to see bill statistics and all of our interactions with purchasers.”
Brown continues, “FinancialForce makes it simpler for me to do my job as CFO. I don’t think of it as simply an accounting gadget, but reasonably as a enterprise device that allows me to manipulate my company on a daily foundation. It has converted the manner we manipulate the business and we’re excited to have FinancialForce supporting us as we expand.”
further consequences and advantages that Motus has carried out through integrating their accounting device with Salesforce CRM consist of:


  • Motus implemented FinancialForce Accounting inside 60 days all over the business’s busiest season – 12 months-end, annual audit and funds time
  • Month-end reconciliation decreased from weeks right down to minutes via leveraging the energy APIs on the platform into Motus’ forecasting and budgeting app
  • Month conclusion close decreased from weeks to days with automation and workflow

  • For more details on Motus’ story, please see a brand new video and case study posted by using FinancialForce:https://www.fin ancialforce.com/consumer-stori es/motus/

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