Source: Interactive Data
Interactive Data Corporation (NYSE: IDC), a leading provider of financial market data, analytics and related services, and salesforce.com (NYSE: CRM), the market and technology leader in on-demand business services, today announced that a broad range of financial information and sophisticated tools from Interactive Data’s Managed Solutions group is now available on salesforce.com’s AppExchange.
Through its relationship with Interactive Data, salesforce.com can now provide its customers with access to delayed stock, fund and index quotes, technical charting, portfolio tracking, economic data, currency rates, corporate and treasury bond information, market screeners and more, all within one easy-to-use application. This can help financial advisors and wealth managers using Salesforce CRM applications to more efficiently monitor financial market activity and maintain individualized watch lists of securities for each of their account contacts, optimizing the service they provide their customers.
Financial professionals utilizing Salesforce can now choose from a library of highly targeted modules to customize their Salesforce home tab or dashboards, set up their preferred navigation structure, and integrate their customers' holdings to their contact profiles. Built using salesforce.com's on-demand platform, this offering is immediately available for test drive and deployment from the Financial Services category on the AppExchange.
"Salesforce is the trusted standard for CRM at many of the industry's leading financial services firms," said Tien Tzuo, senior vice president, financial services, salesforce.com. "Through our work with Interactive Data, financial advisors and wealth managers at firms of all sizes can use the AppExchange to extend Salesforce with the information and the tools they need to make informed investment decisions and to work more efficiently. Working closely with companies like Interactive Data is the next step in completing salesforce.com's vision for a new breed of innovative on-demand solutions for Financial Services that are easy to use, based on open standards, and easily integrated with required services and tools."
"With the speed at which the markets move, it is imperative that financial professionals have access to a broad range of high quality financial information and tools right at their fingertips," said Luan Cox, g,, general manager of Interactive Data Managed Solutions (Americas). "By utilizing our innovative technology, we have been able to work with salesforce.com to design offerings that can meet the unique needs of their customers and help these customers to improve their workflow efficiency."