The march to integration continues, with TD Ameritrade Institutional announcing on Thursday that seven customer relationship management (CRM) systems are now available on its Veo open access system.
“Technology that helps an advisor manage a better client experience is becoming increasingly important,” Jon Patullo, managing director of technology product management with TD Ameritrade Institutional, said in a statement. “By integrating data between Veo and CRM systems, advisors are now armed with a more robust CRM system that can help boost productivity, improve client service, and streamline numerous tasks so advisors can spend their time on what matters most: their clients.”
The Veo open access network claims 60 third-party technology providers “working to improve integration of the applications advisors use in their back offices. Real-time account and client data flows seamlessly between Veo and select CRM systems, saving advisors time and providing a comprehensive view of their client relationships.”