United Capital Financial Advisers Standardizes on Salesforce for Financial Services to Support Growing Wealth Management Business
SAN FRANCISCO - October 9, 2007
National wealth management firm leverages the Force.com platform to integrate Salesforce with other
business applications and help meet record keeping requirements
- Salesforce.com [NYSE:
CRM], the market and technology leader in on-demand business services, today announced that United
Capital Financial Advisers, Inc., a national wealth management firm, has joined 1,600 other
financial services organizations standardizing on Salesforce for Financial Services. The
company used the Force.com platform to integrate a Great Plains accounting system and Charles
Schwab Portfolio Center with Salesforce, so its employees across the country have instant access to
the critical business information they need to succeed. Now United Capital Financial Advisers
has the ability to share information while monitoring and controlling access to ensure it meets
stringent recordkeeping requirements.
United Capital Financial Advisers is one of the 35,300 companies of all sizes, industries and
geographies that comprised the salesforce.com customer base as of July 31, 2007. Revenue and
subscribers will be recognized as the service is delivered.
"When we decided to deploy Salesforce, we were looking for a contact management system.
We found that Salesforce gave us so much more," said Gary Roth, Chief Operating Officer at United
Capital Financial Advisers. "The Force.com platform has enabled us to integrate all of our
business information into a central location enabling us to save a tremendous amount of time that
we used to spend on compiling and reporting data both internally and to our Board of
Directors. It has also helped us save time in terms of the records we maintain and must open
to examination by regulatory agencies."
United Capital Financial Advisers grew over the past two years both organically and through
acquisitions and, as a result, acquired and maintained key customer data in multiple, disparate
systems. The Salesforce system consolidates this customer information from more than a dozen
offices across the country so that United Capital Financial Advisers now has a complete view of all
customers from any location in one system. This level of data consolidation also helps the
company ensure recordkeeping protocol is properly adhered to at all times while allowing for more
coordinated company-wide client mailings, such as annual ADV II offers or Privacy Notice mailings.
The Great Plains and Charles Schwab Portfolio Center integrations make additional financial
and portfolio performance data instantly accessible from within Salesforce so that United Capital
Financial Advisers' account teams can quickly meet customer needs and proactively manage financial
advice and investment solutions. The company also used the Force.com platform to customize
the solution for tracking and managing customer data such as bond maturity dates, life insurance
accounts, to provide insight into client asset tracking, and the ability to assist clients with
recommendations on asset buy or sell requirements that might arise.
"We've gained so many efficiencies and process improvements with Salesforce, and I think
we've just barely tapped into its potential," added Roth. "Looking forward, we'll be
exploring the AppExchange to see what other features and functionality will help us grow our
business and help our advisers and employees with improved efficiencies and become even more
Salesforce for Financial Services
More than 1,600 financial services firms and more than 100,000 financial services
professionals are standardizing on Salesforce in Wealth Management, Banking, Capital Markets,
Mortgage, and Insurance. These customers are leveraging Salesforce to build deep, long-lasting
relationships and are supported by the largest ecosystem of partner solutions available at
www.appexchange.com, including financial services industry specific solutions. All of these
solutions are built on the Force.com platform, the worlds most powerful and trusted on-demand
platform. For more information, please visit http://www.salesforce.com/fs.
About United Capital Financial Advisers
United Capital Financial Advisers (UCFA) is the nation's leading transformational acquirer of
independent financial planning and investment advisory practices. UCFA, through its 14
regional boutique offices, oversees more than $8 billion in client assets and provides a range of
services including investment management solutions, goal-based financial advice, insurance and
other products. UCFA is headquartered in Newport Beach, CA, and has offices in Washington DC
(Bethesda, MD and McLean, VA), Boca Raton, FL, Tampa FL Metro, Houston, TX, Dallas, TX, Rockford,
IL, Boston, MA, Stamford, CT, Northern California (Modesto) and Southern California (Oxnard and
Westlake Village). More information is available at www.unitedcfa.com.
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few simple clicks via salesforce.com's AppExchange marketplace, enabling all the innovation that
Force.com unleashes to be easily distributed to the entire on-demand community.
The AppExchange economy continues to expand, with thousands of customers installing thousands
of applications via the AppExchange. Customers of all sizes can quickly and easily extend
Salesforce with additional on-demand business applications available on the AppExchange, found at
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