Salesforce.com is like black licorice among financial advisers; they either love it or they hate it.
Just 5% of all advisers who responded to the 2011 Financial Planning Magazine tech survey said they use Salesforce as their CRM. For a CRM widely used in other verticals, financial services just hasn’t warmed up to the program.
So along comes a company called AppCrown (you may remember them as E*Assist back in the 00s) with the hopes of successfully implementing the AppCrown variant of Salesforce in wealth management firms.
Here’s a short interview with AppCrown COO Franklin Tsung on why he believes the adoption of Salesforce.com will grow among financial advisers and how the company’s “pure play” integrations will contribute to its success in the market.