RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Bill Rourke"


Headline

Publish date


Bill Rourke: You don't need a program to make it work. Everyone else is doing APIs. We're doing connections.

Advent's parent buys Salentica to bolster Black Diamond CRM

SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise

October 24, 2016 at 2:48 PM

Matthew Weibler: Commonwealth’s new CRM is shockingly fast.

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

December 2, 2015 at 4:58 AM

Derek Jaskulski: My gripe is that when you have special groups like advisors, [Salesforce] should be aware that e-mail retention is an industry requirement.

How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking

After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details

January 22, 2014 at 7:44 AM

Bill Rourke: If we don’t do this, we don’t get the business.

How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica

The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing

January 21, 2014 at 6:40 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.