Technology is changing so fast in the independent financial advisor business that PC World is writing about a CRM system for advisors that’s integrated with Salesforce and Albridge and I’ve never heard of it before.
This Website Is For Financial Professionals Only
’s release of the first of three CRM packages that help financial services firms transition to cloud computing with Salesforce.com was heralded in PC World.
Loyal readers know I’m the hardest working man in financial advisor technology journalism and that getting scooped by a general interest publication like PC World on an advisor tech story damages me ego. But that appears to be what has happened.
While PC World’s story
contains few details about the advisor CRM offered by GlobalOne via Salesforce, it alludes to its social media capabilities.
“Until now, most financial services organizations have struggled to find vertical-focused solutions that leverage cloud and social technologies,” Geoff Merrick, CTO of GlobalOne says in a press release
. “This industry is burdened with decades-old legacy technology and new regulatory requirements. For the first time, these firms can realize the business benefits of cloud and social technologies at a speed and cost that was traditionally unrealistic.”
Has any A4A reader heard of this company? Am I getting lazy?