Thrivent Financial for Lutherans Standardizes on Salesforce for Wealth Management

Fortune 500 financial services firm to deploy Salesforce for Wealth Management and build custom applications using the Platform

SAN FRANCISCO - July 22, 2008 - [NYSE: CRM], the market and technology leader in Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS), today announced that Thrivent Financial for Lutherans, a Fortune 500 financial services membership organization, is standardizing on Salesforce for Wealth Management.  The company is deploying Salesforce for Wealth Management and will leverage the Platform and the AppExchange to build custom applications designed to improve client engagement as well as the productivity of financial representatives.

Thrivent Financial is one of the 43,600 companies of all sizes, industries and geographies that comprised the customer base as of April 30, 2008. Revenue and subscribers will be recognized as the service is delivered.

"Our 2,500 financial representatives are the heart of our business, and providing them with next generation contact and activity management capabilities is key to their productivity and our focus on customer experience," said Betsy Ordal, vice president of Field Development at Thrivent Financial. "After evaluating multiple solutions in the market, Salesforce stood out for its rich functionality, delivery model and for the positive reviews we heard from other firms."

With the help of Salesforce Consulting and partner Deloitte, Thrivent Financial is deploying Salesforce for Wealth Management to more than 4,500 financial representatives and support staff throughout the country.  The organization is using the Platform to customize the solution and integrate it with existing applications, including its corporate email system.  Thrivent Financial is also using AppExchange applications to gain additional functionality.

"The Platform is giving us an important advantage and is behind the flexibility of our Salesforce solution.  We envision the capabilities and features we want and, if they don't already exist, we build them into Salesforce," added Kevin Marinan, vice president of IT Strategy and Solutions at Thrivent Financial.  "We're considering building additional applications as we begin to roll the solution out to our sales organization."

Salesforce for Wealth Management
Salesforce for Wealth Management brings the 21st century desktop to wealth management advisors.  Private banking groups, mass affluent firms, retail brokers, and independent RIAs of all sizes and geographies such as Merrill Lynch, Citigroup, E*TRADE, Mizuho and United Capital Financial Advisors are standardizing on Salesforce for Wealth Management to manage their relationships.  Built on the Platform, the world's most powerful and trusted Platform-as-a-Service, Salesforce for Wealth Management is an industry tailored solution with unprecedented customization capabilities to streamline compliance, practice management and approval processes.  The AppExchange provides advisors with a large ecosystem of pre-built partner solutions such as market data, privacy, account opening and others, that are available for test-drive and installation. For more information, please visit Platform and the AppExchange reinvents the traditional development, deployment and distribution of any business application with Platform-as-a-Service. Developers, customers and partners can use to easily create a new generation of Software-as-a-Service applications and deploy them worldwide. allows applications to be easily shared, exchanged and installed with a few simple clicks via the AppExchange marketplace, enabling all the innovation that unleashes to be easily distributed to the entire Software-as-a-Service 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

About Thrivent Financial for Lutherans
Thrivent Financial for Lutherans is a Fortune 500 financial services membership organization helping nearly 3 million members achieve their financial goals and give back to their communities. Thrivent Financial and its affiliates offer a broad range of financial products and services including life insurance, annuities, mutual funds, disability income insurance, bank products and more. As a not-for-profit organization, Thrivent Financial sponsors national outreach programs and activities that support congregations, schools, charitable organizations and individuals in need. For more information, visit

About Salesforce

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