Tag Archives: Microsoft Dynamics CRM

Schwab Intelligent Integration Selection Contest Winner

Posted on October 28, 2010 by in General

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.

Junxure, Salesforce, Microsoft Dynamics Are The First Schwab Intelligent Integration Partners

Posted on October 27, 2010 by in Technology

Thanks to our sources on the ground (John Stone of Revenue Architects and Tim Welsh of Nexus Strategy) at Schwab IMPACT 2010, we now know the first Intelligent Integration partners announced by the company this morning.

Executive Vice President and Charles Schwab Advisor Services leader Bernie Clark announced the first CRM partners selected. They are:

UPDATE, 10:19AM EDT: Read Schwab’s press release from Marketwatch.com. And an odd observation; if Schwab is integrating with three CRMs, do they really need to partner with LaserApp to facilitate account form-filling? Why not integrate form-filling directly with the new Intelligent Integration partners? I suppose, though, that by supporting LaserApp, more CRM systems (e.g. Redtail, Goldmine, etc.) can be used to complete Schwab account applications, which helps everybody, but still supports a fractured, non-integrated ecosystem.

Last week we predicted Junxure, Salesforce, Microsoft Dynamics, and Tamarac Advisor CRM would be among the selections. It seems redundant at first to have included Tamarac Advisor CRM, as it is built on top of Microsoft Dynamics, but in my opinion, Tamarac Advisor CRM is substantially different from MS Dynamics as Tamarac has customized Dynamics’ out-of-the-box functionality to include data and fields relevant to wealth managers and financial advisers.

Now for the next important question: Who won our free coffee giveaway for guessing the correct partners? There are several people who responded correctly with two of the three partners, so tonight we’ll have an official hat-drawing from those names and reveal the winner tomorrow (the impartial name-remover from the hat is at day care right now).