Integrations built with seven industry-leading customer relationship management (CRM) systems providers are now available to advisors through TD Ameritrade Institutional’s1 Veo ® open access initiative, an industry wide-effort to deliver quality technology integrations. The Pareto Platform based on Microsoft Dynamics ® CRM software, Tamarac’s Advisor CRM ® , Junxure CRM and Advisors Assistant ® technology platforms join the list of CRM providers currently integrated with Veo including Salesforce, Ebix and Redtail.
“Technology that helps an advisor manage a better client experience is becoming increasingly important,” said Jon Patullo, managing director of technology product management, TD Ameritrade Institutional. “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.”
These leading CRM firms join the Veo open access network of more than 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.
“By integrating an advisor’s CRM system through TD Ameritrade Institutional’s Veo open access effort, client data flows seamlessly between the custodian and our CRM application. Before, advisors were forced to toggle between applications and deal with inefficient workflows,” said Greg Friedman, president, Junxure. “Now, advisors have access to a tremendous amount of incorporated client data, which can save them time and improve the quality of their client service and response.”In addition to easier access to client data, these latest CRM integrations also give advisors access to workflows designed to streamline everyday tasks including new account opening, client onboarding and data management functions. TD Ameritrade Institutional’s library of more than 40 workflows helps advisors create and implement repeatable customer service and business processes designed to save time and improve the client experience. These workflows can be customized to automate a firm’s day-to-day tasks and enable an advisor to proactively address opportunities and possible gaps in client service.