"It is the first thing advisers will work with," said Lowell Putnam, chief executive of Quovo, a data analytics company working with Salesforce. "CRMs will help them streamline their daily workflows and processes." Data aggregation and analytics is a hot trend in the financial services industry, but it's one advisers are adopting slowly. Analyzing data can be beneficial to the business, but it can be time-consuming for an adviser's otherwise busy schedule.

http://www.investmentnews.com/article/20160901/FREE/160839977/salesforce-expands-data-analytics-in-financial-services-crm-program