Thomson adds CRM module to One desktop

Source: Thomson Financial

Thomson Financial, an operating unit of The Thomson Corporation (NYSE:TOC;TSX:TOC) and a leading provider of information and technology solutions to the worldwide financial community, and (NYSE:CRM), the market and technology leader in on-demand customer relationship management (CRM), today announced the launch of the Thomson ONE CRM Module, an on-demand application that will be delivered via Thomson ONE.

Based on the award-winning CRM solution, the CRM Module represents the first time Salesforce has been available as an OEM solution and is an important new part of the company's ecosystem of partners.

Thomson Financial will offer a co-branded edition of's award-winning CRM service as part of its Thomson ONE desktop solution for Wealth Management. Designed specifically to meet the expanding needs of financial advisors, the new CRM module offers full contact, account and document management capabilities integrated into a complete workflow application that includes real-time market data and wealth management components. Advanced CRM reporting and analytics are also available to clients through customisable dashboards that make it easy for financial advisors to manage their most valued and trusted relationships. The Thomson ONE CRM Module will be available exclusively to Thomson Financial customers.

"By accessing best-of-breed CRM functionality within the Thomson ONE framework, financial advisors at all levels can now manage their clients more effectively and become more productive at generating new business," said Sharon Rowlands, president and chief operating officer, Thomson Financial. " offers the perfect complement to our existing suite of advisor productivity tools and allows our clients to focus more on what they do best - cultivating long-term, profitable client relationships."

"Our partnership with Thomson represents a new frontier for," said Marc Benioff, chairman and CEO, "We are thrilled to be able to offer the power to be unique to Thomson's unparalleled network of global financial services customers. The Thomson ONE CRM Module delivers state-of-the-art CRM on demand to complement the tools that advisors are already using daily in Thomson ONE. The world is embracing the on-demand model, and Thomson has responded by giving its clients the best chance at CRM success."

Thomson ONE is the most complete front-to-back office solution designed for today's financial advisor. From real-time market data and CRM to goal-based financial planning and advanced portfolio management capabilities, this integrated suite of advisor productivity and decision support tools drives the delivery of personalised and timely advice. Thomson ONE is built on an open application framework that allows for seamless integration of Thomson's industry leading content and tools, an institution's own proprietary systems and those of select third parties.

The Thomson ONE CRM Module is made possible through Customforce,'s point-and-click customisation tool. Built into Salesforce and Supportforce, Customforce enables customers and partners to create unique on-demand solutions that leverage the simplicity, power, and success of the on-demand model and In addition, with the sforce Web services API, Thomson Financial was able to integrate their on-demand application with existing market data and wealth management components.

"The Thomson ONE CRM Module is further evidence that the leading innovators want to be part of the most compelling on-demand platform available today," said Benioff.

Comments: (0)