G1 Asset Management 也為用戶提供了一個社會營銷功能以幫助用戶更好地了解趨勢。
云計算咨詢公司GlobalOne在周三發布了三個CRM套裝中的第一個，這個套裝致力于幫助金融服務企業和銀行過度到Salesforce.com的云計算功能。
首席技術官Geoff Merrick表示：G1 Asset Management的軟件系統通常用于資產管理，比如Albridge，它還為Salesforce.com添加一些如用戶界面、工作流程和數據庫等元件。接下來還會添加社會營銷和移動元件。雖然這些垂直技術包很常見，但Merrick提到GlobalOne的產品之所以優秀，是因為它專為金融業定制并能讓用戶快速進行按需定制計算。
這個產品有“與資產管理公司多年良好的實驗，它也為公司走向云技術提供了很多經驗。”他說道。
適應云技術對于金融服務公司來說很有挑戰，因為他們太過關注與CRM（客戶關系管理）的基礎，這個技術“已經存在很久了。”他說道。G1 Asset Management讓用戶更早地看到云計算的好處，之后用戶就可以考慮哪款應用可以轉移到SaaS（軟件及服務）上去。
“這讓他們開始關注戰略價值，”他說道，“我們很早就開始對話”所以不久之后公司就可以考慮將招募和交易結算的應用運行在云上。
基于兩家公司的長期合作，GlobalOne的產品可以在Salesforece.com的平臺上使用。
雖然金融服務公司對CRM很熟悉，但他們對社會營銷的理解仍然很模糊，Merrick說道。用戶想知道社交媒體如何幫助他們的生意，但沒有看到它的功能。
社交營銷的“最大問題是它缺乏一個參照系。人們很看好它的潛力，但沒有東西幫助他們了解它。”Merrick說道。“沒什么東西可以幫助首席信息官們。人們想的都是‘好吧，它和email有什么區別？’”
“G1 Asset Management內置了社交營銷組件，這可使用戶‘更快地’了解它的價值”他說道，“他們開始考慮基礎合作之外的事，他們真正開始考慮它會如何影響客戶。”
根據Merrick所說，當資產管理市場試圖發展新的業務時，它將了解到社交營銷的影響。
比如，社交營銷讓批發銀行家更好地支持使用他們產品的金融服務顧問。如果顧問賣掉了一個產品，銀行家就會在Saleforce的Chatter軟件上看到這起交易，還可聯系顧問討論這起交易。與顧問討論他們賣的產品會變得簡單，“如果你通過合作的社交媒體來實現的話，”他說道。
那些前去給客戶產品的批發銀行家，比如財富管理公司，可以使用G1 Asset Management的移動功能來獲取關于公司的更多信息。Merrick說道。銀行家可以使用iPad來獲取其他業務的信息、在Chatter上詢問同事以及接受文檔。
G1 Asset Management和其他一些列產品，現在在全球都可以使用。G1 Retail Banking和G1 Wealth Management將在明天初上市。價格未知。
G1 Asset Management also offers a social marketing element to help users better understand the trend.
Cloud computing consulting firm GlobalOne Wednesday released the first of three CRM packages that aim to help financial services firms and banks transition to cloud computing with Salesforce.com.
G1 Asset Management takes software systems commonly used in asset management, such as Albridge, and adds Salesforce.com elements like user interfaces, workflows, and libraries, said CTO Geoff Merrick. Next, social marketing components and a mobile element are added, he said. While these types of vertical technology packages are common, Merrick noted that GlobalOne's offering stands out because it is customized for the finance industry and gets users into on-demand computing quickly.
The product has "lots of best practices built in with years of working with asset management firms and it layers in our experience with getting to the cloud," he said.
For financial services firms, adopting the cloud proves challenging because they focus too much on the basics of CRM (customer relationship management), a technology that "has been around for awhile," he said. G1 Asset Management allows users to see cloud computing's benefits early on and soon users consider what other applications can be moved to the SaaS (software as a service) model.
"It allows them to start focusing on more strategic value," he said. "We end up starting the conversation much earlier in the process" so before long firms consider running recruiting or transaction clearing applications in the cloud.
GlobalOne's offerings are available on Salesforce.com's platform due to the company's long-standing partnership with the provider, Merrick said.
While financial services firms are familiar with CRM, their grasp of social marketing remains opaque, said Merrick. Users want to understand how social media can aid their businesses, but do not see its function.
Social marketing's "biggest problem is a lack of a frame of reference. People are really excited about the potential, but don't have anything ... to help understand it," Merrick said. "CIOs don't really have anything to fall back on. All they think is, 'well, how is this different from email?'"
G1 Asset Management includes social-marketing use cases built in so users realize its value "much quicker," he said. "They can start to think beyond basic collaboration and really start to think how it impacts the consumers."
According to Merrick, the asset management market can see social marketing's impact when trying to develop new business.
For example, social marketing allows wholesaler bankers to better support the financial service advisers who use their products. If an adviser sells a product, the banker will see the transaction tagged in Salesforce's Chatter collaboration software and can contact the adviser about the sale. Crafting correspondences to advisers on the products they are selling proves easier "when you do it with social media because you're collaborating with them," he said.
Wholesale bankers who are traveling to pitch a product to a client, such as a wealth management firm, can use G1 Asset Management's mobile abilities to gather more information about the firm, said Merrick. A banker can use an iPad to pull up information on the other business the company has with the firm as well as query co-workers on Chatter and receive documents.
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