Video Transcript

This video is an introduction to Salentica Engage Asset Manager. Some of the things we're going to cover today are our dashboards, our site map, our main entities, including Products and Strategies, Distribution Channels and Teams, and different views on Engage, both system and personalized views, and how to search for your records.

Once you log into Engage, your home screen will show. It is possible to change your default homepage, both at the firm level and each individual person can choose what they'd like to land on when they go back to their homepage. In my instance here, my homepage is the dashboards, Dashboards are tables or charts based on views that have been created. In this instance you can see here, I'm looking at the Distribution Channel - Overview. If I click here, I can actually choose a different dashboard to take a look at. I have a list of system views that were created by default or by my system administrator. And it's possible if I've taken time, I also have personal dashboards at the top. Each dashboard is going to be made up of different reports with different filters. I'll go over to the Distribution Team - Overview dashboard to take a look at my team, as opposed to my channel information. At any time, if you want to change your default dashboard, you can do that up here at the top. If you've been making changes in your CRM, and you want to see those updates on your dashboards, you want to go ahead and refresh that information here. 

You can also create a new dashboard directly from your existing dashboards here. You can always click on information within that dashboard, and it will create a filter based on that report. As you can see at the top left here, you'll see the filters that have been added. You can also change your timeframe at the top right-hand corner here. And finally, if you make changes to existing dashboards and you'd like to save it as a new dashboard, which will be a personal dashboard, or you can clear the changes and go back to your original dashboard.

Next, we'll take a look at the site map. On the left-hand side, we have a site map, which has a lot of useful links to get you quickly to where you need to be in your CRM. You can choose to see the full site map, or you can collapse it to icons by just clicking these three lines here at the top left. So we took a look at the homepage. This for me is the dashboard. If you want to change the homepage, you can go to your settings button here and click personalization settings. You'll select Engage Asset Management. And then under the default tab, you can change it to anything that's more useful for you. Again, my personal view is dashboards. 

Next in your site map, you have recent items. These recent items can include different dashboards that you viewed or specific records that you've looked at. If there's a particular view or record that you'd like to look at quickly, you can always pin that, and then it will drop to your pinned items here. I want to go ahead and add this Debora Bailey to my pin items, and you'll see it's here under pinned items. Next, we have My Work. This is going to include the dashboards, any activities, and reports that you have. Each of these is going to have a view that you can take a look at, it will show the records associated with them. For example, My Activities. I currently don't have any activities, so I'm going to switch over to All Activities view. This is going to show all of the activities for this particular firm. Again, you have those system views and any personal views you may have created as well. Through your system and personal views, you have the ability to sort those columns. 

You can also search that particular view for something specific. You can see the search for your records here. Just remember it is going to search this particular list. If something's not included in this list, then nothing will come back. So for example, most of these open activities are regarding the Rogers family. If I were to search for the Williams family, nothing's going to come back because it's not included on this filtered list. 

Next, we're going to take a look at our main entities on Engage: we have Strategy and Products. A Strategy is a group of Products that are generally bundled together based on similar investing approaches. For example, you have Municipal Fixed Income versus Real Estate Income versus Small Cap Growth. Products are the individual products or funds that you sell to advisors for their clients. For example, a mutual fund. 

Next, we have Client which includes Relationships, Investor Accounts, and Contacts. Generally, you have a few different types of relationship entities. In our instance here, we have institutions, households, and prospects. Potentially, you have centers of influence as well. Within each of the Relationships, you're going to have associated entities like portfolios, investor accounts, contacts, and addresses. Also, you're going to incorporate tasks and activities. So for example, any related activities or any related notes can be displayed in the relationship. 

Next, we see Investor Accounts. This is where you can see the individual product and strategy investment details. Here we see the Product and Strategy that the accounts belong to well as Contributions and Withdrawals. These are going to roll up to your respective Distribution Team, Distribution Channel, and company and firm.

The next entity is the contacts. So this is where you're going to be able to see any person that's associated with your firm. That's going to again, include any of your clients, potentially any prospects or people associated with any companies with whom you do business such as advisors and your Distribution Team members. This is where a lot of your contact information is going to live.

Down below, we have additional entities as well. We've associated them here with Pipeline, Firms, and Marketing. Companies/Firms houses companies for COIs, Vendors, Custodians, and Advisors. An example of a Company might be Morgan Stanley or Charles Schwab. Next, we have Distribution Channels, which is a distinct segment of the company that is selling the firm's investment products to their clients, for example, Morgan Stanley San Diego Region. Distribution teams are a further level to separate unique groups of advisor. This is typically done with larger firms and an example would be Morgan Stanley San Diego --Baird Team. 

Next, we'll take a look at our quick menu here at the top of the screen. In the middle of the screen you have your search and this is going to be a global search option. So it's going to look across all of your data points within your CRM. Next, you'll have a quick create button here. You can either quickly create a specific activity or new record in your CRM. You can either quickly create a specific activity or a record on an entity. The filter here shows your advanced find. This is going to bring up a new window that will allow you to do queries within your CRM system. As we looked before, you have your settings where you have some personalized settings you can make adjustments to. And if you have administration rights, you can go into advanced settings. 

Now I'm going to go into a specific investor account to take a look at what's available within your CRM. I'm going to search for the Rogers family and I'll select this particular record for Nick Rogers. At the top of each record, you have a ribbon menu of items that can help you in managing your business. Some of these menu items include the ability to create a new record, deactivate, or maybe delete a record, depending on the access that your administrator has given you, and the ability to email a link to a colleague of this particular record.

I've mentioned a few times, the system views and personal views. At this point, I'll show you how to create a new, personal view for a record or an entity. In this case, I'm going to create a new, personal view on relationships. I'll go ahead and click Create View. This is going to bring us to our advanced find feature. We find the easiest way to create a new view is to clone an existing view that you'd like to just make some tweaks to. So I have my saved view of all relationships. Here I will edit columns, remove a column, click okay, and click okay, and click Save As. I'll name this All Relationships--Customized and Save. Now, when I go back to my relationships, I will see All Relationships--Customized in my personal views. If you'd like more information about creating another personal view or a system view, check out our videos on our knowledge base.

The final thing we'll take a look at in this video is the global search function. At the top of the screen, you'll see a search bar. This is going to allow you to search across all of your Engage data. So when I click into the search box, I'll go ahead and start and type a search term, and hit enter. And you can see here, my categorized search is going to pull back records with this particular search term by the entity. You can see here, a list of my contacts and relationships that have the search term of Smith in them. I can also use my filter options at the top, if I know I'm specifically for a contact, to filter just to the contacts, I can click here. I can click on a specific record, it will bring up the full page of that particular record. Some firms will have a relevant search, which is a more detailed search, pulling back additional details for that search term, including notes and activities.

If you have any questions about the topics we've covered today, please reach out to your implementation manager or project consultant.