Salesforce officially launched their new CRM specifically tailored to financial advisors, touting it as the only all-in-one solution "that is a client-centric platform, not a product-centric one."

That's the crucial difference between the Salesforce Financial Services Cloud and similar, all-in-one platforms recently introduced by large custodians, says Simon Mulcahy, senior vice president and general manager, financial services at Salesforce.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access