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ROI Case Study: Salesforce.com

Wealth Management Firm

ROI Case Studies
November 2006 - Report G84

THE BOTTOM LINE

The wealth management department of a large international bank used Salesforce.com as the primary client desktop for accessing customer account and other information. Integrating other data sources and using Salesforce.com�s workflow capabilities accelerated the new account opening process, increased sales staff productivity, and enabled IT to accelerate the delivery of new applications.

RELATED DOCUMENTS

This report falls under the following categories. Click on a link below to explore similar documents.

Topic: Customer Relationship Management, Software as a Service
Industry: Banking & Finance
Function: IT / Infrastructure, Sales

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