Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant

A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades

Author Oisin Breen September 19, 2018 at 10:20 PM

2 Comments

Rohit Mahna: [There's] a massive convergence as disruptive new entrants are forcing financial institutions to reimagine the entire customer experience across every line of business.

Technology

Joel Bruckenstein

Eric Clarke

Rohit Mahna

John Rourke

Ted Tsung

eMoney

SalesForce

Salesforce.com

AppCrown

Salentica

WealthBox

Orion Advisor Services

Jemstep

Bukhara

September 20, 2018 — 4:08 PM

Why must the Tag lines always be so long? Why not say "Salesforce CRM Gets Slammed". Also can you put your "Brooke's Note" at the end rather than the beginning. I would rather read the article first and then your editorial comments. You are very verbose.

Anonymous

September 21, 2018 — 2:41 PM

You have to wonder since eMoney is owned by Fidelity, is Salesforce picking winners and losers? What is to stop them from building their own financial planning software after learning about eMoney? Who calls who for help and support? So many unknowns which implies the same tag line "call your consultant and shell out more $$$ to make it work for you"

Related Moves

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.

February 10, 2022 at 2:22 AM

Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

January 7, 2022 at 11:40 PM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

See more related moves

Mentioned in this article:

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

SalesForce
CRM Software
Top Executive: Marc Benioff

AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

SS&C Salentica
CRM Software