Edward Jones
Timothy Rea, Chief Experience, Brand and Marketing Officer
No bio at time of print.
Edward Jones, a Fortune 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm’s nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them.
WHAT ARE YOUR KEY DEPARTMENTAL OBJECTIVES OVER THE NEXT 6 TO 12 MONTHS?
Client Growth, Increased Client Satisfaction and Assets Under Care Growth
WHAT IS YOUR CURRENT TECHNOLOGY STACK?
SalesForce
HOW MANY PEOPLE REPORT TO YOU (BOTH DIRECTLY AND INDIRECTLY)?
450
WHAT IS YOUR TOTAL BUDGET OVER THE NEXT 12 MONTHS PERIOD?
$50 to $150 million
WHAT IS YOUR COMPANY'S REVENUE?
PROJECT OR INITIATIVE DESCRIPTION
Transition to MoneyGuide Elite and Salesforce Financial Services cloud - linking to new sources of data for journey orchestration.
WHAT NON-BUDGETARY CHALLENGES DO YOU ANTICIPATE?
Industry regulation changes
WHAT 3RD PARTIES ARE YOU HOPING TO MEET WITH?
N/A
WHAT IS YOUR TIMELINE FOR IMPLEMENTATION?
N/A
WHAT IS YOUR BUDGET FOR THIS PROJECT?
N/A
