Schwab Adds New CRM To Its Integration Initiative

Schwab says it is adding Salentica, a Microsoft Dynamics CRM customized to advisors, to its Schwab OpenView Gateway. The integration will benefit those advisors who purchase Salentica Advisor Desk for use in the advisor’s office or on a hosted platform.


Salentica will also begin developing an integration plug-in for firms that have purchased Microsoft Dynamics CRM 2011 directly from Microsoft, again as either a desktop or hosted solution, Schwab says in a press release.


"What’s really exciting about this relationship with Salentica is that it will allow advisors who choose to work with Salentica and those who prefer to work directly with Microsoft to reap the benefits of integration with Schwab’s custody data, ” said Neesha Hathi, vice president of technology solutions for Schwab Advisor Services.. "Adding to our work with and Junxure, advisors will now have even more choice and flexibility."



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