How does a business software company keep growing after it has pushed into a wide swath of offices with general-purpose tools? Go vertical. Salesforce.com Inc., which makes software used by salespeople to keep tabs on clients and prospects, on Tuesday announced a variant of its sales-management tools tailored for a specific industry: wealth management. In...
Financial Services Cloud announced on Tuesday that it is releasing a variant of its sales-management tools tailored specifically for the wealth management industry. Salesforce Salesforce.com Inc. is a service which combines programs that brokers currently use to, for instance, re-balance clients' investment portfolios and keep tabs on financial goals. The service is set to fulfil the demand from a younger generation for a more technologically advanced wealth-management service.