Dow Jones Wealth Manager Solution Now Available in Financial Services Category on Salesforce.com's AppExchange
NEW YORK, May 30 /- Dow Jones & Company (NYSE:DJ) and salesforce.com (NYSE:CRM), the market and technology leader in on-demand business services, today announced the availability of Dow Jones Wealth Manager for salesforce.com's AppExchange. Now, financial advisors leveraging salesforce.com will have Dow Jones Wealth Manager's unique Client News Match capabilities, which map trusted Dow Jones information to custom client profiles, spurring the personalized client communication that builds client loyalty and a strong, profitable customer base. Built using the Salesforce platform, Dow Jones Wealth Manager is available for test drive and deployment from the Financial Services category on the AppExchange at salesforce.com/appexchange.
Salesforce.com customers can deploy Dow Jones Wealth Manager via the AppExchange to immediately create a client-loyalty engine. Advisors can add their clients' individual holdings and interests into their contacts in Salesforce, and Dow Jones Wealth Manager immediately starts returning Client News Matches from Dow Jones Newswires, The Wall Street Journal and other premium sources mapped to client-specific investments and professional and personal interests. The Client News Match functionality enables advisors to better engage affluent clients and prospects with more frequent, more meaningful communication centered on the client's needs, goals and passions, while delivering a superior level of service that enhances client loyalty and leads to more assets under management.
"Client communication is the cornerstone of a successful wealth management practice," said Tom Waite, vice president, partners and alliances, Dow Jones. "In fact, a study from CEG Research found that successful wealth managers build client relationships through regular and personalized client contact, and that clients want an average of 28 contacts per year from their advisor. Dow Jones Wealth Manager's integration with Salesforce via the AppExchange makes frequent client communication more convenient by offering advisors the reasons for more thoughtful contact within salesforce.com, the application where advisors manage their client relationships."
"The leading wealth management firms in the industry are already using Salesforce as the trusted standard for CRM," said Tien Tzuo, senior vice president, financial services, salesforce.com. "These firms can now use the AppExchange to extend Salesforce with Dow Jones premium content and information services for market-leading client management. With salesforce.com and Dow Jones, financial advisors can spend less time looking for information and more time having tailored and relevant connections with their clients to create the most lucrative relationships."
For more information about Dow Jones and Dow Jones Wealth Manager visit djnewswires.com/djwm.
Salesforce for Financial Services
More than 1,200 financial services firms and more than 60,000 financial services professionals are standardizing on Salesforce in Wealth Management, Banking, Capital Markets, Mortgage, and Insurance. These customers are leveraging Salesforce to build deep, long-lasting relationships and are supported by the largest ecosystem of partner solutions available at salesforce.com/appexchange, including financial services industry specific solutions. All of these solutions are built on the Salesforce Platform, the world's most powerful and trusted on-demand platform. For more information, please visit http://www.salesforce.com/fs.
Dow Jones Wealth Manager is one of more than 600 applications now available on salesforce.com's AppExchange, the world's first on-demand application directory, found at salesforce.com/appexchange.
About Dow Jones & Company
Dow Jones & Company (NYSE: DJ; dowjones.com) is a leading provider of global business news and information services. Its Consumer Media Group publishes The Wall Street Journal, Barron's, MarketWatch and the Far Eastern Economic Review. Its Enterprise Media Group includes Dow Jones Newswires, Factiva, Dow Jones Licensing Services, Dow Jones Indexes and Dow Jones Financial Information Services. Its Local Media Group operates community-based information franchises. Dow Jones is co-owner with Hearst of SmartMoney. Dow Jones provides news content to CNBC and radio stations in the U.S.
About salesforce.com
Salesforce.com is the market and technology leader in on-demand business services. The company's Salesforce suite of on-demand CRM applications allows customers to manage and share all of their sales, support, marketing and partner information on-demand. The Salesforce Platform, the world's first on- demand platform, enables customers, developers and partners to build powerful new on-demand applications that extend beyond CRM to deliver the benefits of multi-tenancy and The Business Web across the enterprise. The Salesforce Platform allows applications to be easily shared, exchanged and installed with a few simple clicks via salesforce.com's AppExchange directory, available at salesforce.com/appexchange. Customers can also take advantage of Successforce, salesforce.com's world-class training, support, consulting and best practices offerings.
As of April 30, 2007, salesforce.com manages customer information for approximately 32,300 customers including ABN AMRO, America Online (AOL), Dow Jones Newswires, Japan Post, Kaiser Permanente, KONE, Sprint Nextel, Staples and SunTrust Banks. Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase salesforce.com applications should make their purchase decisions based upon features that are currently available. Salesforce.com has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol "CRM". For more information please visit www.salesforce.com/, or call 1-800-NO-SOFTWARE.
Source: Dow Jones & Company
CONTACT:
Gordon Evans of Salesforce.com,
+1-415-536-7608,
gevans@salesforce.com
Web site: http://salesforce.com/appexchange
http://www.dowjones.com/
http://djnewswires.com/us/DowJonesWealthManager.htm
