Case Study

Wealthquest

“Engage opened up a firm-wide automation capability that enabled us to tackle text messaging. We brought in our voice system, Ring Central, and built the automation necessary in Power Automate to create a straightforward, efficient, and compliant text messaging platform.”

Learn how Salentica Engage™ allowed a wealth management firm to build the automation necessary to create a straightforward, efficient, and compliant text messaging platform, all while streamlining their operations.