19 October 2017
Register now

Salesforce.com adds Dow Jones wealth manager to AppExchange

30 May 2007  |  1817 views  |  0 Source: salesforce.com

Dow Jones & Company (NYSE: DJ) and salesforce.com (NYSE: CRM), the market and technology leader in on-demand business services, today announced the availability of Dow Jones Wealth Manager for salesforce.com's AppExchange.

Now, financial advisors leveraging salesforce.com will have Dow Jones Wealth Manager's unique Client News Match capabilities, which map trusted Dow Jones information to custom client profiles, spurring the personalized client communication that builds client loyalty and a strong, profitable customer base. Built using the Salesforce platform, Dow Jones Wealth Manager is available for test drive and deployment from the Financial Services category on the AppExchange.

Salesforce.com customers can deploy Dow Jones Wealth Manager via the AppExchange to immediately create a client-loyalty engine. Advisors can add their clients' individual holdings and interests into their contacts in Salesforce, and Dow Jones Wealth Manager immediately starts returning Client News Matches from Dow Jones Newswires, The Wall Street Journal and other premium sources mapped to client-specific investments and professional and personal interests. The Client News Match functionality enables advisors to better engage affluent clients and prospects with more frequent, more meaningful communication centered on the client's needs, goals and passions, while delivering a superior level of service that enhances client loyalty and leads to more assets under management.

"Client communication is the cornerstone of a successful wealth management practice," said Tom Waite, vice president, partners and alliances, Dow Jones. "In fact, a study from CEG Research found that successful wealth managers build client relationships through regular and personalized client contact, and that clients want an average of 28 contacts per year from their advisor. Dow Jones Wealth Manager's integration with Salesforce via the AppExchange makes frequent client communication more convenient by offering advisors the reasons for more thoughtful contact within salesforce.com, the application where advisors manage their client relationships."

"The leading wealth management firms in the industry are already using Salesforce as the trusted standard for CRM," said Tien Tzuo, senior vice president, financial services, salesforce.com. "These firms can now use the AppExchange to extend Salesforce with Dow Jones premium content and information services for market-leading client management. With salesforce.com and Dow Jones, financial advisors can spend less time looking for information and more time having tailored and relevant connections with their clients to create the most lucrative relationships."

Comments: (0)

Comment on this story (membership required)

Related company news


Related blogs

Create a blog about this story (membership required)
visit www.fivedegrees.nl visit www.vasco.com

Top topics

Most viewed Most shared
Ripple looks to drive bank adoption with $300m XRP rebate programmeRipple looks to drive bank adoption with $...
15730 views comments | 12 tweets | 4 linkedin
Swift positive on blockchain, but big challenges remainSwift positive on blockchain, but big chal...
8902 views comments | 16 tweets | 22 linkedin
satelliteGates Foundation backs Ripple collaboratio...
7988 views comments | 13 tweets | 10 linkedin
IBM uses blockchain to improve cross-border payments processingIBM uses blockchain to improve cross-borde...
7101 views comments | 9 tweets | 17 linkedin
Santander InnoVentures leads $6m funding round for Mexico's ePesosSantander InnoVentures leads $6m funding r...
6242 views comments | 6 tweets | 3 linkedin

Featured job

Competitive base + commission + benefits
New York City, NY - USA

Find your next job