Financial Advisor Client Relationship Management Systems:
Salesforce.Com, Industry Solutions, & More

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Date Published: July 25, 2014
Summary Power Point Deck: 43 Slides
Reference Power Point Deck: 297 Slides

The purpose of this research is to provide readers with an initial understanding of financial advisor client relationship management systems.

This research addresses the three historical phases of financial advisor client relationship management systems, including:
  • Emergence Phase
  • Repositioning & Development Phase
  • Maturation Phase

This historical account is followed by a category-by-category analysis of current financial advisor client relationship management systems, their market sizes, their leading competitors, and their expected developments, including:

  • Enterprise Client Relationship Management Systems
  • Financial Advisor Client Relationship Management Systems

The research concludes with Tiburon's predictions for the future evolution of financial advisor client relationship management systems:

  • Increased Spending on Financial Advisor Client Relationship Management Systems
  • Improved Integration of Various Financial Advisor Client Relationship Management Systems Components
  • Growing Dominance of Application Service Providers (ASP) & Cloud Computing
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