G1 Asset Management 也為用戶提供了一個(gè)社會(huì)營(yíng)銷功能以幫助用戶更好地了解趨勢(shì)。

云計(jì)算咨詢公司GlobalOne在周三發(fā)布了三個(gè)CRM套裝中的第一個(gè)，這個(gè)套裝致力于幫助金融服務(wù)企業(yè)和銀行過(guò)度到Salesforce.com的云計(jì)算功能。

首席技術(shù)官Geoff Merrick表示：G1 Asset Management的軟件系統(tǒng)通常用于資產(chǎn)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(shù)據(jù)庫(kù)等元件。接下來(lái)還會(huì)添加社會(huì)營(yíng)銷和移動(dòng)元件。雖然這些垂直技術(shù)包很常見，但Merrick提到GlobalOne的產(chǎn)品之所以優(yōu)秀，是因?yàn)樗鼘榻鹑跇I(yè)定制并能讓用戶快速進(jìn)行按需定制計(jì)算。

這個(gè)產(chǎn)品有“與資產(chǎn)管理公司多年良好的實(shí)驗(yàn)，它也為公司走向云技術(shù)提供了很多經(jīng)驗(yàn)。”他說(shuō)道。

適應(yīng)云技術(shù)對(duì)于金融服務(wù)公司來(lái)說(shuō)很有挑戰(zhàn)，因?yàn)樗麄兲^(guò)關(guān)注與CRM（客戶關(guān)系管理）的基礎(chǔ)，這個(gè)技術(shù)“已經(jīng)存在很久了。”他說(shuō)道。G1 Asset Management讓用戶更早地看到云計(jì)算的好處，之后用戶就可以考慮哪款應(yīng)用可以轉(zhuǎn)移到SaaS（軟件及服務(wù)）上去。

“這讓他們開始關(guān)注戰(zhàn)略價(jià)值，”他說(shuō)道，“我們很早就開始對(duì)話”所以不久之后公司就可以考慮將招募和交易結(jié)算的應(yīng)用運(yùn)行在云上。

基于兩家公司的長(zhǎng)期合作，GlobalOne的產(chǎn)品可以在Salesforece.com的平臺(tái)上使用。

雖然金融服務(wù)公司對(duì)CRM很熟悉，但他們對(duì)社會(huì)營(yíng)銷的理解仍然很模糊，Merrick說(shuō)道。用戶想知道社交媒體如何幫助他們的生意，但沒(méi)有看到它的功能。

社交營(yíng)銷的“最大問(wèn)題是它缺乏一個(gè)參照系。人們很看好它的潛力，但沒(méi)有東西幫助他們了解它。”Merrick說(shuō)道。“沒(méi)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(qū)別？’”

“G1 Asset Management內(nèi)置了社交營(yíng)銷組件，這可使用戶‘更快地’了解它的價(jià)值”他說(shuō)道，“他們開始考慮基礎(chǔ)合作之外的事，他們真正開始考慮它會(huì)如何影響客戶。”

根據(jù)Merrick所說(shuō)，當(dāng)資產(chǎn)管理市場(chǎng)試圖發(fā)展新的業(yè)務(wù)時(shí)，它將了解到社交營(yíng)銷的影響。

比如，社交營(yíng)銷讓批發(fā)銀行家更好地支持使用他們產(chǎn)品的金融服務(wù)顧問(wèn)。如果顧問(wèn)賣掉了一個(gè)產(chǎn)品，銀行家就會(huì)在Saleforce的Chatter軟件上看到這起交易，還可聯(lián)系顧問(wèn)討論這起交易。與顧問(wèn)討論他們賣的產(chǎn)品會(huì)變得簡(jiǎn)單，“如果你通過(guò)合作的社交媒體來(lái)實(shí)現(xiàn)的話，”他說(shuō)道。

那些前去給客戶產(chǎn)品的批發(fā)銀行家，比如財(cái)富管理公司，可以使用G1 Asset Management的移動(dòng)功能來(lái)獲取關(guān)于公司的更多信息。Merrick說(shuō)道。銀行家可以使用iPad來(lái)獲取其他業(yè)務(wù)的信息、在Chatter上詢問(wèn)同事以及接受文檔。

G1 Asset Management和其他一些列產(chǎn)品，現(xiàn)在在全球都可以使用。G1 Retail Banking和G1 Wealth Management將在明天初上市。價(jià)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.