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Salesforce.com

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Articles tagged "Salesforce.com"

Eran Agrios: Agentic Advisor gives advisors back the time they've been losing to administrative noise.

Jun 24, 2026

Salesforce tries to catch up on AI -- and halt precipitous stock slide -- with launch of 'Agentic Advisor' for RIAs, but experts are raising a litany of concerns from costs, to benefits and the hassle of implentation

Wall Street's punching bag of late, the San Francisco firm is rolling the dice that it can get RIAs to re-up on AI with a new set of fees and implementation -- one RIA offers cautious praise after pilot.

John Rourke: If this is my biggest shot ... I’m still on target.

Jul 31, 2025

John Rourke just sold half his company to take 'biggest shot' of his life -- combining $200 million and artificial intelligence to exploit Salesforce's supposed Achilles' heel with RIAs -- implementation

The Wealthbox founder is doubling down after 18 years building and selling CRMs because "‘the wheel is turning, and you can’t slow down.’”

Clara Shih: I do have a healthy level of concern about [AI].

Mar 27, 2024

Clara Shih lands new Salesforce AI power title, with 'healthy' trepidation • Skience patents onboarding auto-fill for RIAs • Another Brit invasion [attempt] meets its Breed's Hill • Defusing an RIA time bomb

If Salesforce gets winning [and safe] AI strategy, thank Hearsay founder • Salesforce reseller patently harvests data to onboard assets • Kingswood thoughts IBDs were US trash but Brit treasure

Sanjeev Kumar: Skience is cash-flow positive and has a healthy roster of clients and prospects.

Apr 22, 2023

Skience, a top Salesforce customizer, just lost three top-tier execs -- boom, boom, boom -- with Salesforce overhang likely contributing in hotly competitive market

No sooner did the Herndon, Va., reseller roll out 'bundles' to RIAs and enterprises than its president/COO and two sales/marketing talents exited as its offering faces world of new challenges.

Since Schwab and Salesforce last reported comity, the CRM maker has come to literally tower over the former in San Francisco but they have to see eye to eye to compete with a re-energized CRM maker in Sacramento.

Apr 29, 2022

Schwab and Salesforce proclaim fresh RIA data solidarity two days after Orion buys Redtail with RIA CRM data nirvana the merger's implicit promise

The two uneasy downtown San Francisco neighbors promise better cooperation soon for RIAs as Eric Clarke and Brian McLaughlin find common cause, and TDA RIAs get set to become Schwab RIAs in 2022.

Clara Shih: It’s about being able to connect with the CRM system of record.

Aug 13, 2020

Clara Shih gets Salesforce to cough up RIA CRM data and venture cash to charge up Hearsay after 2.0-model upstarts draw a target on her back

The CEO of the San Francisco robo-content curator already dominates market share, but now Hearsay is hoping CRM advisor data will make its robotics simulate human online interaction more convincingly.

Rohit Mahna: [There's] a massive convergence as disruptive new entrants are forcing financial institutions to reimagine the entire customer experience across every line of business.

Sep 19, 2018

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

Fielding Miller: We had it narrowed it down to Tamarac and Black Diamond.

Jan 4, 2018

CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft

As CAPTRUST switches gears from its $240-billion 401(k) business to its $6-billion wealth manager, it is forced to make mammoth and wrenching software moves

John Rourke: The name of the game is 10-person startups actually having a chance of taking down huge, established players.

Feb 13, 2017

VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants

Todd Feltz (center, flanked by Brent O’Mara and Wade Behlen): They let us run our RIA business, allowed us to broker business with them, provided compliance and supervision -- and then the game changed.

Nov 7, 2016

Why exactly a $2.2 billion RIA hybrid abruptly dumped LPL for Securities America -- and Schwab, Fidelity and TD Ameritrade

Besides cost savings of using diverse custodians, WealthPlan gets past 'crippling workflow' by forming new partnerships with Orion, Salesforce, eMoney and Advisory World

The MarketCounsel Summit convened many kings of the jungle.

Dec 16, 2013

The 2013 MarketCounsel Summit is heavy on future shock

A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg

Mark Benioff: ...So shall we see a Corporate Spring in companies that will be tossing out executives who do not bridge the Social Divide.

Sep 2, 2011

Dreamforce review: Social media enters the business cloud and why RIAs should care

Salesforce's annual event was a city in a city for a cult-like following of 45,000, including many financial advisors

Salesforce.com

Articles tagged "Salesforce.com"

Salesforce tries to catch up on AI -- and halt precipitous stock slide -- with launch of 'Agentic Advisor' for RIAs, but experts are raising a litany of concerns from costs, to benefits and the hassle of implentation

John Rourke just sold half his company to take 'biggest shot' of his life -- combining $200 million and artificial intelligence to exploit Salesforce's supposed Achilles' heel with RIAs -- implementation

Clara Shih lands new Salesforce AI power title, with 'healthy' trepidation • Skience patents onboarding auto-fill for RIAs • Another Brit invasion [attempt] meets its Breed's Hill • Defusing an RIA time bomb

Skience, a top Salesforce customizer, just lost three top-tier execs -- boom, boom, boom -- with Salesforce overhang likely contributing in hotly competitive market

Schwab and Salesforce proclaim fresh RIA data solidarity two days after Orion buys Redtail with RIA CRM data nirvana the merger's implicit promise

Clara Shih gets Salesforce to cough up RIA CRM data and venture cash to charge up Hearsay after 2.0-model upstarts draw a target on her back

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

CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft

VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

Why exactly a $2.2 billion RIA hybrid abruptly dumped LPL for Securities America -- and Schwab, Fidelity and TD Ameritrade

The 2013 MarketCounsel Summit is heavy on future shock

Dreamforce review: Social media enters the business cloud and why RIAs should care

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