28 May 2018

Salesforce.com adds Dow Jones wealth manager to AppExchange

30 May 2007  |  1842 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."

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