Category: wealth management
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 »