G1 Asset Management 也为用户提供了一个社会营销功能以帮助用户更好地了解趋势。

云计算咨询公司GlobalOne在周三发布了三个CRM套装中的第一个，这个套装致力于帮助金融服务企业和银行过度到Salesforce.com的云计算功能。

首席技术官Geoff Merrick表示：G1 Asset Management的软件系统通常用于资产管理，比如Albridge，它还为Salesforce.com添加一些如用户界面、工作流程和数据库等元件。接下来还会添加社会营销和移动元件。虽然这些垂直技术包很常见，但Merrick提到GlobalOne的产品之所以优秀，是因为它专为金融业定制并能让用户快速进行按需定制计算。

这个产品有“与资产管理公司多年良好的实验，它也为公司走向云技术提供了很多经验。”他说道。

适应云技术对于金融服务公司来说很有挑战，因为他们太过关注与CRM（客户关系管理）的基础，这个技术“已经存在很久了。”他说道。G1 Asset Management让用户更早地看到云计算的好处，之后用户就可以考虑哪款应用可以转移到SaaS（软件及服务）上去。

“这让他们开始关注战略价值，”他说道，“我们很早就开始对话”所以不久之后公司就可以考虑将招募和交易结算的应用运行在云上。

基于两家公司的长期合作，GlobalOne的产品可以在Salesforece.com的平台上使用。

虽然金融服务公司对CRM很熟悉，但他们对社会营销的理解仍然很模糊，Merrick说道。用户想知道社交媒体如何帮助他们的生意，但没有看到它的功能。

社交营销的“最大问题是它缺乏一个参照系。人们很看好它的潜力，但没有东西帮助他们了解它。”Merrick说道。“没什么东西可以帮助首席信息官们。人们想的都是‘好吧，它和email有什么区别？’”

“G1 Asset Management内置了社交营销组件，这可使用户‘更快地’了解它的价值”他说道，“他们开始考虑基础合作之外的事，他们真正开始考虑它会如何影响客户。”

根据Merrick所说，当资产管理市场试图发展新的业务时，它将了解到社交营销的影响。

比如，社交营销让批发银行家更好地支持使用他们产品的金融服务顾问。如果顾问卖掉了一个产品，银行家就会在Saleforce的Chatter软件上看到这起交易，还可联系顾问讨论这起交易。与顾问讨论他们卖的产品会变得简单，“如果你通过合作的社交媒体来实现的话，”他说道。

那些前去给客户产品的批发银行家，比如财富管理公司，可以使用G1 Asset Management的移动功能来获取关于公司的更多信息。Merrick说道。银行家可以使用iPad来获取其他业务的信息、在Chatter上询问同事以及接受文档。

G1 Asset Management和其他一些列产品，现在在全球都可以使用。G1 Retail Banking和G1 Wealth Management将在明天初上市。价格未知。

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.