Schwab Intelligent Technologies, the technology services provider arm of Charles Schwab, announced today the integration of real-time Schwab custody data with leading CRM solution Salentica Advisor Desk.
The Salentica Advisor Desk with the Schwab OpenView Gateway is a platform for independent investment advisors to access real-time information on their clients' financial holdings through the Salentica CRM solution. The custody information, which will be available from Schwab Advisor Services, includes account balances, profiles, positions, transactions and alerts.
"We are thrilled to bring the benefits of integration to advisors who work with Salentica," said Brian Shenson, vice president of advisor technology solutions for Schwab Advisor Services. "We've seen how bringing information about clients' financial holdings into the context of the CRM can have powerful impact on both business efficiency and client service."
Salentica is an international leader in providing client relationship management and content assembly technology solutions for wealth managers. It is in the financial software development and implementation business since 25 years.
The service was in a testing mode since this summer and Schwab has received positive feedback from the pilot. "
Integration of the custody data into the CRM will bring together information we need to know about our clients in one location," said Roger Sharp of Roger L. Sharp & Associates, a pilot participant. "We can respond quickly to client requests, which ultimately let us deliver better service."
This initiative is one of many such services in the pipeline from Schwab Intelligent Technologies. The company is currently in a pilot testing process with five Microsoft workflows for the Schwab OpenView Workflow Library. The workflows will be available by the end of 2012.