TMCnet News

Dow Jones Puts Wealth Manager on's CRM AppExchange
[May 31, 2007]

Dow Jones Puts Wealth Manager on's CRM AppExchange

TMCnet Contributing Editor

Dow Jones & Company and have announced the availability of Dow Jones Wealth Manager for's AppExchange.

This means financial advisors using will have Dow Jones Wealth Manager's Client News Match capabilities, which map Dow Jones information to custom client profiles, "spurring the personalized client communication that builds client loyalty and a strong, profitable customer base," salesforce officials say.

Built using the Salesforce platform, Dow Jones Wealth Manager is available for test drive and deployment from the Financial Services category on the AppExchange. (News - Alert) customers can deploy Dow Jones Wealth Manager via the AppExchange to create a client-loyalty engine. Advisors can add their clients' individual holdings and interests into their contacts in Salesforce, and Dow Jones Wealth Manager returns Client News Matches from Dow Jones Newswires, The Wall Street Journal and other sources mapped to client-specific investments and professional and personal interests.

Tom Waite, vice president, partners and alliances, Dow Jones, said 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."

Earlier this month was named one of the world's most ethical companies by Ethisphere magazine, a national publication "dedicated to illuminating the correlation between ethics and profit," according to publication officials.

The list of fewer than 100 companies, including Google (News - Alert), Kellogg Company, Starbucks and Whole Foods, were recognized for their "strong leadership in ethics and compliance, advancement of industry discourse on social and ethical issues, and positive engagement in the communities in which they operate."

"Having a purpose beyond making a profit distinguishes our company," said Marc Benioff (News - Alert), chairman and CEO of "Corporate social responsibility has been integrated into our DNA from the very beginning through our innovative One Percent model -- one percent equity, product and employee time are given back to the community, and we have a commitment to be one with the earth. It's an honor to be recognized for practicing what we preach."

Among other awards, was the recipient of the 2006 Committee to Encourage Corporate Philanthropy Excellence Award, as well as ranked No. 7 on the list of the 100 Best Corporate Citizens by Business Ethics magazine.

David Sims is a contributing editor for TMC (News - Alert) Net.  For more articles please visit David Sims' columnist page.

[ Back To's Homepage ]