The Dow Jones Wealth Manager is now available on salesforce.com’s AppExchange.
Now, financial advisers 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.
Salesforce.com customers can deploy Dow Jones Wealth Manager via the AppExchange to immediately create a client-loyalty engine. Advisers 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.
“Client communication is the cornerstone of a successful wealth management practice,” says Tom Waite, vice president for partners and alliances at 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 adviser. Dow Jones Wealth Manager’s integration with Salesforce via the AppExchange makes frequent client communication more convenient by offering advisers the reasons for more thoughtful contact within salesforce.com, the application where advisers manage their client relationships.”