Post Tagged with: "SalesTech"

The changing landscape of CRM for Wealth Managers

The changing landscape of CRM for Wealth Managers

by December 11, 2015 at 2:00 am 0 comments

On Tuesday, our Research Note focused on how both incumbent Financial Institutions and Fintech upstarts are increasingly being judged on the same metric – CAC/LTV. On Wednesday, our Research Note focused on how Salesforce is moving into this vertical market. Today we look at the other players focused on thisRead More

Why Salesforce Chose Wealth Management as First Vertical Market

Why Salesforce Chose Wealth Management as First Vertical Market

by December 8, 2015 at 12:52 pm 1 comment

  Marc Benioff, Founder and CEO of Salesforce.com is one of the great thought leaders in the software business. He invented Cloud. So when he decides to make his first big move from horizontal to vertical and chooses Wealth Management as his entry point, we should all pay attention. During 2010 IRead More

SalesTech tools for Wealth Management

by April 14, 2015 at 2:39 am 0 comments

CRM and Marketing Automation technology is horizontal rather than vertical. It is not Fintech specific. However, Banking Finance Securities Insurance (BFSI) has huge need for CRM and Marketing Automation. For example: Wealth Managers (aka Private Banks, Multi Family Offices) selling to High Net Worth Individuals (HNWI) and Institutions such as Endowments. Asset Managers selling to…Read more SalesTech tools for Wealth Management