Wealth Management for Connected Investors

These are just a few of the news stories inspired by Salesforce’s study on Wealth Management for Connected Investors.


Computer Business Review

Financial investors face consumer demand for better collaborative IT

Financial investors are facing unprecedented demands to use IT collaboration tools from millenials, who want more say in how their money is invested. A survey found that 89% of millenials thought that modern financial tools were an important factor in choosing a financial investor, whilst half of those looking to change how they manage their money wanted to collaborate more with their advisor… Read more.

Source: Computer Business Review | Jimmy Nicholls | May 18, 2015


Business Insider

New data shows millennials love what Wall Street’s biggest banks have to offer them

Millennials prefer to get their financial advice in person more than any other age group. That’s according to a Salesforce.com report… Read more.

Source: Business Insider | Jonathon Marino | May 14, 2015



Client expectations: More tech, lower fees

An adviser’s financial planning tools and fee structure could make or break a client relationship. Millennials are among the most demanding when it comes to modern technology and lower fee expectations, though Generation X-ers and baby boomers are not far behind, according to Salesforce’s 2015 wealth management report… Read more.

Source: InvestmentNews | Alessandra Malito and Ellie Zhu | May 14, 2015