Last August, Salesforce, the San Francisco-based software company that sells billions worth of customer relationship management solutions annually, said it was rolling out a cloud-based CRM product designed specifically for wealth and retirement advisors.
In its announcement, the company cited the $2 trillion that's expected to transfer between generations over the next five years as a main motivation for the advisor-tailored CRM product.
"Today's financial advisors need to meet the needs of clients set to inherit this wealth, and who are increasingly social, mobile, connected and seeking significantly more collaboration," according to the Salesforce release.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
