Author: Sean O'Dowd

Best Practices
September, 2011  -  Doc # FIN230056
Number of Pages: 13
Number of Figures: 1

This IDC Financial Insights report highlights the experience of IPI Wealth Management (IPI) with its use of a software-as-a-service (SaaS) provider to support its advisor network. This document discusses the company's use of SaaS and experience with this deployment, including the business rationale behind the decision, results attained, and future plans. IPI has implemented salesforce.com to manage its wealth advisor network.

IDC Financial Insights Securities and Investment Management Research Manager Sean O'Dowd states, "Smaller and/or geographically dispersed firms need to continually evaluate how they are supporting their network. This is vital to attract and serve existing advisors as well as to help them in expanding and improving their book of business. Using cloud solution is a viable solution that needs be considered to achieve these goals."

IDC Financial Insights Opinion | In This Study | Situation Overview | The Best Practices | Future Outlook | Essential Guidance | Learn More