Category: financial services


Salesforce.com Targets Wealth Managers, Challenges Bloomberg’s Monopoly

Posted by thinkstrategies in Bloomberg, business services, Cisco, financial services, SaaS, Salesforce.com, Software-as-a-Service, Thomson, wealth management. Comments Off on Salesforce.com Targets Wealth Managers, Challenges Bloomberg’s Monopoly

28th February

Salesforce.com yesterday unveiled its first concerted effort to focus the power of its AppExchange partner network and Apex programming platform at a specific vertical market opportunity. Salesforce.com’s new initiative targets the financial services sector, in general, and the wealth management segment, in particular.

The new on-demand services come at a time when THINKstrategies’ research indicates that companies of all sizes are not only becoming more receptive to Software-as-a-Service (SaaS), but are increasingly looking for industry-specific solutions.

The new wealth management offering combines Salesforce.com’s core customer relationship management (CRM) and salesforce automation (SFA) software solutions with a set of third-party applications and business services focused on financial advisors who want to better serve their customers. It includes a set of standard features and functions upon which business partners and corporate customers can add their own components and capabilities.

The new wealth management service leverages … Read More »





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