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TD Ameritrade Institutional1 Integrates Veo Advisor Platform with Salesforce CRM

By Rahul Arora
TMCnet Contributor

According to a press release, TD Ameritrade Institutional1 has integrated its Veo advisor platform with Salesforce CRM and other third party systems. Including 50 automated workflows, the app streamlines daily tasks likes new account opening, client onboarding and data management functions, thus improving efficiency and client service. With the solution, advisors can easily access client data. The new app for Veo was built on Force.com, Salesforce.com's (News - Alert) social enterprise platform for employeefacing apps.

Advisors using the app can easily customize the automated workflow in the CRM app as per the existing processes. They can also leverage integrations with more than 20 third-party technology providers including leading financial planning, document management and portfolio management systems.

"Product innovation and industry leadership make this an attractive CRM solution for advisors looking to move to cloud-based data management. The new application runs in the cloud, so advisors can access their client data through the web anytime, anywhere and from any device," said Zohar Swaine, managing director, strategy and product development, TD Ameritrade Institutional, in a press release. “We continue to lead an industrywide effort with Veo Open Access to improve the integration of technologies that advisors rely upon to run their businesses, and are excited to provide advisors with a robust solution leveraging the power of Salesforce."

TD Ameritrade Institutional's app was developed in collaboration with AppCrown, a firm specializing in Salesforce-based technology integrations for advisors.

"TD Ameritrade Institutional has built a bridge between leading CRM and custodial platforms, reaching a new level of technology integration," said Ted Tsung, president, AppCrown, LLC. "Advisors will have consolidated access to their client information, including data from multiple custodian accounts, and in some cases, eliminating the need to jump between separate applications with different logins and passwords. The ability to customize advanced workflows and integrations with portfolio management systems makes this app a real breakthrough for advisors."

"This new app for Veo will allow us to spend less time maintaining our customized PC-based CRM system and more time servicing our clients," said Ray Mignone, CFP, independent registered investment advisor. "The integration of automatic client data feeds from Veo coupled with the highly advanced client touch analytics of the app, will ensure that we are always taking care of our clients. I believe the Veo app will allow us to take client service to the next level, to help give the firm a competitive edge."

Rahul Arora is a TMCnet contributor. He has worked as an editor and freelance writer for several reputed organizations in India. To read more of his articles, please visit his columnist page.

Edited by Rich Steeves