TMCnet News's CRM Data Now Usable to CapitalRock Advisors
[August 27, 2008]'s CRM Data Now Usable to CapitalRock Advisors

TMCnet Contributing Editor
Salt Lake City-based CapitalRock reportedly has announced that it has completed the integration of its RightBridge Sales Tool into’s (News - Alert) Wealth Management Edition, to “identify real-time sales and services opportunities for financial advisors using the CRM data within”

The RightBridge product uses a rules engine to analyze clients’ positions, balances, holdings, transaction history and demographic information to pick sales opportunities for advisors to discuss with their clients. “RightBridge also provides the reasons why each opportunity is relevant,” company officials say.

John Hyde, chief executive officer of CapitalRock, said that with the integration of RightBridge into, “When an advisor accesses a client within, they can view the sales opportunities identified by RightBridge and access them directly from the client information tab.”
Earlier this week, announced the appointment of Steve McWhirter as president of its Asia-Pacific operations. He will report to Jim Steele, chief customer officer and president of international operations, and will be based in’s Singapore office.
He succeeds Stephen J. Russell, who served as president since November 2005.
“Steve McWhirter will support’s accelerated growth and market development in the Asia-Pacific region,” said Steele, adding that McWhirter is expected to be “a driving force in extending the benefits of Salesforce CRM and the Platform to the growing number of companies in the region.”
McWhirter joins from serving as vice president of HP Software Asia Pacific, a division of HP Technology Solutions Group, where he led an organization of nearly 500 sales, marketing, services and technical support staff.
During his tenure, the HP Software division saw the company’s acquisitions of Mercury, Bristol, SPI and Opsware (News - Alert).
Also this week announced that Neil Young will be present at Dreamforce ‘08. Exactly what Shakey will be doing there is a bit hazy, but he will be in the building. At some point. We think.
Malcolm Gladwell, Dr. Larry Brilliant and Michael Dell (News - Alert) will join Chief Executive Officer Marc Benioff to speak at 6th annual user and developer conference.
Gladwell is the author of “The Tipping Point.” Brilliant (News - Alert) is executive director. Young will evidently be there in his capacity as team member of Linc Volt, and Dell will be Dell.
Linc Volt is evidently an organization wanting to make cleaner, greener cars. Given the dozens of old gas-guzzlers Young owns and runs it’s dry humor at best.
Don’t forget to check out TMCnet’s White Paper Library, which provides a selection of in-depth information on relevant topics affecting the IP Communications industry. The library offers white papers, case studies and other documents which are free to registered users. Today’s featured white paper is The Compelling ROI Benefits of Contact Center Quality and Performance Management Technologies, brought to you by Voice Print International (News - Alert).

David Sims is a contributing editor for TMCnet. To read more of David�s articles, please visit his columnist page. He also blogs for TMCnet here.

Edited by Michael Dinan

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