Davis Janowski — Live from T3
Neesha Hathi, head of technology for Schwab Advisor Services, largely re-hashed the presentation she had given at the national Schwab Impact conference late last year. But Ms. Hathi did have one bit of news she shared. An adviser asked her about the timetable for delivery of the new Schwab Intelligent Integration platforms. She said that, by November, she expected to have implementations of both the turnkey platform — which has Salesforce CRM as its centerpiece — as well as one version of the Schwab Openview Gateway that has either Junxure CRM (from CRM Software Inc.) or a customized version of Microsoft Dynamics CRM at its heart.