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SalesForce
Filed under: CRM Software


Company info:

Top Executive: Marc Benioff
http://www.salesforce.com/
415-901-7000
The Landmark @ One Market, Suite 300
San Francisco, CA

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SalesForce
filed under: CRM Software


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John Rourke: I've never seen a more wide-open industry.

VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.

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Derek Jaskulski: My gripe is that when you have special groups like advisors, [Salesforce] should be aware that e-mail retention is an industry requirement.

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Bill Rourke: If we don’t do this, we don’t get the business.

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The MarketCounsel Summit convened many kings of the jungle.

The 2013 MarketCounsel Summit is heavy on future shock

A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg
Franklin Tsung (with Tim Welsh to his right and Andy Wang to his left) : This puts the direct purchase option out of reach for the average advisor.

Salesforce rolls out giant product, pricing changes -- a virtual doubling for the direct-sold version that could price out some mainstream RIA practices

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Under same management, but with a new logo,  Advent lowers the boom on its retired signage.

Advent unveils new logo at its annual San Francisco conference -- after discarding one that failed to elicit a sense of the progressive from RIAs

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Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain

With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way
Terence Hong: While Junxure’s lack of cloud integration was a source of criticism in the past ... the desktop application also benefited from relatively low cost, and performance was only bottlenecked by the user’s own hardware.

Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more

True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now
Jennifer Ingham: The B-D relationship is needed because in the RIA world of investments for corporate retirement plans. many funds still pay some sort of revenue sharing.

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Ingham Retirement dropped Sentinel Securities for LPL and is also becoming a retirement plan vendor to many LPL reps
Terence Hong: I can confirm that these technical challenges are not insignificant given a large readership.

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Tom Bradley and Tom Nally are still very much at ease sharing a stage.

Tim Welsh grills Tom Nally and Tom Bradley at TD's annual conference

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Travis Rychnovsky: We wanted functionality that PortfolioCenter didn't have.

Orion bags Schwab's 'best' advisor -- a $1.3 billion RIA weaned on Schwab PortfolioCenter

Eric Clarke will serve Foster Group but he's also becoming a vendor of the firm's startup, Orchestrate, which automates work flows through Salesforce
Eric Clarke sees Salesforce approaching 'industry standard' status and nudges its rivals to get into the integration ballgame.

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Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industry

True, the ascension to cloud would have happened sooner in an ideal world, but the world has not passed Junxure by, the RIA and software entrepreneur says
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Sponsors that use an outgoing approach get tremendous client inflow
Neesha Hathi: We think we can bite this off.

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life

Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms
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Aaron Rowe of Edelman Financial and and Eric Clarke take the field of the Dallas Cowboys Stadium

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LPL kicks off FOCUS 2012 talking about service for UHNW investors

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Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows

TD Ameritrade, Schwab and others have designs on inserting neural pathways into advisor practices but one expert questions the workability of automated workflows
Neesha Hathi: We take client feedback very seriously and we've been watching (Tamarac) for a long time.

Schwab taps Tamarac as its next integration partner

The allure was Microsoft CRM and a significant overlap in customer bases
Brad Griswold: Many of the changes were beneficial to the [LPL] advisors as a whole, but did not offer as much value to our practice.

Why an 18-year LPL rep moved most of his firm's $250 million of assets to Schwab

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A reporter empties his notebook after attending FPA's Business Solutions event

Marty Kurtz lets crowd in on peer review plan, big custodians square off on tech and Eric Clarke yields interesting thoughts in a one-on-one interview
Franklin Tsung: It is a messy business and not for the meek.

How AppCrown got a big RIA footprint overnight by handling Salesforce implementations

TD and Fidelity are in with both feet but some are taking a wait-and-see attitude
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Miller/Russell chooses IAS, after considering Advent and Schwab

The $1.3 billion wealth manager is offering new services and felt it couldn't afford to wait for Schwab's new system
David Barton: We have to live with the decision for a long time.

The TD Ameritrade-Orion pairing again proves productive -- this time to wrest assets from a $3.6 billion Schwab RIA

As part of a barrage of big moves by Mercer Advisors, Tamarac gets superseded for rebalancing
Neesha Hathi: It would be much simpler to say: Let's make Schwab Advisor Center the center of the universe.

What Neesha Hathi has to say about Schwab's oh-so-slow-but-steady technology initiative

The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?
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The fragmented 13,000-firm army is poised for great things but too much focus on expediency could bring its own problems
Ed O'Brien says says Fidelity's ability to integrate third-party vendors sets WealthCentral apart from others.

Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral

Early to the integration game, the Boston giant will seek to pad its lead -- but it could take a while to execute
Mark Benioff: ...So shall we see a Corporate Spring in companies that will be tossing out executives who do not bridge the Social Divide.

Dreamforce review: Social media enters the business cloud and why RIAs should care

Salesforce's annual event was a city in a city for a cult-like following of 45,000, including many financial advisors
Brian Shenson: This is really just the tip o the iceberg.

Beta test of Schwab's grand integration plan draws rave, but will the slow rollout prove detrimental?

Schwabinstitutional.com data flows freely into Salesforce.com's CRM in 12-RIA trial
Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack

Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook
Jim Lumberg: Our ambition is to become the leading provider of aggregation performance reporting and billing solutions in the marketplace, and we’re investing accordingly.

Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow

The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond
Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable

Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
Rich Gill: You may be biting off more than you can chew - or are willing to chew.

Purchasing too much technology has its own dangers for RIAs

The more sophisticated the system you buy, the more commitment and expertise it will require
Joe Stallings: Many offices around the metro area struggled to continue with business as usual.

How a big Atlanta RIA kept sledding with technology after snow paralyzed the city

Where snow shovels left off, laptops, iPads, iPhones, NetX360 and some forethought took over
Neesha Hathi: We know there are going to be disappointed clients and vendors.

Schwab chooses some giant software partners, apparently with big RIAs in mind

Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration

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