True to form, you can’t win if you don’t play.
We received seven entries into our Guess Schwab’s Intelligent Integration Partners, Win Free Coffee! contest. With two correct selections each (Junxure and Salesforce), Tim Welsh and “Joe” received two points and had their names entered into a hat.
I debated about allowing points for selecting Tamarac Advisor CRM; while it’s built on Microsoft Dynamics CRM, I’m willing to bet that Tamarac’s customization of Dynamics makes it different enough that Schwab may not embrace it under their Intelligent Integration ecosystem. Our prediction: in the long run, Tamarac will succeed without needing Schwab’s Intelligent Integration partnership, and Schwab will serve advisers well with the three other CRM systems, so nobody really loses. Ultimately, no points were awarded for selecting Tamarac Advisor CRM.
On with the contest winner. Our impartial name-selector (my son Daniel) picked:
“Joe”
So Joe, check your e-mail to confirm your mailing address. You’ll be receiving your Starbucks gift card shortly!
And thank you to all of you who took a few seconds to add in your guesses. Look to FPPad in the future for some more fun, interactive speculation on the future of adviser technology.
