Dow Jones Service Combines CRM and News

Once implanted in a firm’s client service applications, “Client News Matches” are accessible to the advisor, who then decides what and how best to share them with clients, whether it’s by phone, by e-mail, or in person.

In setting up the service, the firm first identifies the applications and platforms most important to their advisors’ productivity, such as customer relationship management (CRM), managed account, and portfolio management systems, into which The Dow Jones Wealth Manager Web Services is then imbedded. Once integrated, the eight components of the service grant the firm access to Dow Jones Wealth Manager, enable advisors to develop profiles for each client, and then return news and information matches on a per-client basis. Advisors then choose information most pertinent to a client’s interests and investments and use it as a foundation for attentive client communication.