Articles tagged "SalesForce"


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Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant

A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades

September 19, 2018 — 10:20 PM UTC

Why Eric Clarke is pressing to give Orion's 1,500 RIAs first crack at BlackRock's Aladdin -- including two that already have feeds

The Orion Advisor Services CEO is working with a $5-trillion AUM asset manager but it boils down to his personal relationship with BlackRock's Brad Stanger

June 15, 2018 — 7:58 PM UTC

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 — 2:48 PM UTC

Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

May 25, 2016 — 2:49 PM UTC

Schwab gives Salesforce the heave-ho as hub of Intelligent Integration

150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership

March 31, 2016 — 3:03 AM UTC

Salesforce discloses upcoming RIA CRM product, cryptically and to some jeers

Losing its cloud edge with Redtail, Junxure -- and with a dubious social media strategy -- the San Francisco software giant needs to play catch-up

May 27, 2015 — 8:21 PM UTC

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

The Nebraska-based conventional provider and the Silicon Valley whiz-bang, with Salesforce and TD Ameritrade as common bonds, found it easy to partner with each other

April 22, 2015 — 1:40 PM UTC

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

November 14, 2014 — 6:01 AM UTC

With your RIA practice as naked as Kirstin and Kate in the cloud, know two words: Google Authenticator

With advisors migrating their practices online, the vulnerability can't be overstated or easier to address

September 4, 2014 — 3:07 AM UTC

Tamarac doubles down on Microsoft to be more like Salesforce

Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes

April 28, 2014 — 5:59 PM UTC

What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA

Carrie Gallaway and partner Andrew Stern got no signing bonus but the Lebenthal brand, and what Frank Campanale is building with Fortigent, Envestnet and BNY Mellon, attracted them

March 28, 2014 — 4:38 AM UTC

VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.

Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain

February 12, 2014 — 7:25 AM UTC

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 — 7:44 AM UTC

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 — 6:40 AM UTC

Salesforce rolls out giant product, pricing changes -- a virtual doubling for the direct-sold version that could price out some mainstream RIA practices

As part of a big revamping, Salesforce founder and CEO Marc Benioff will make CRM work on mobile but it may now cost twice as much for the comparable direct-sold product

November 21, 2013 — 3:38 AM UTC