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

Recently Released!!!
Date Published: July 12, 2023
Summary PowerPoint Deck: 63 Slides

Reference PowerPoint Deck: 242 Slides

The purpose of this research is to provide readers with a comprehensive understanding of FA client relationship management systems, including both enterprise systems and financial advisor systems. This research is part of Tiburon's broader coverage of financial advisor technology & outsourcing and its even broader coverage of wealth & investment management technology & outsourcing.

This research addresses the key historical phases of FA 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 FA client relationship management systems, their market sizes, their leading competitors, and their future predictions, including:
  • Enterprise Client Relationship Management Systems
  • FA Client Relationship Management Systems
And this research makes several future predictions for FA client relationship management systems, including:
  • Substantial Growth in FA Client Relationship Management Systems
  • Fastest Growth in Enterprise Client Relationship Management Systems
  • Increasing Use of FA Client Relationship Management Systems
  • Improved Integration of Various Financial Advisor Technology Components
  • Growing Dominance of Application Service Providers (ASP) & Cloud Computing
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