RJ and Makay

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TD Ameritrade has teamed up with technology consultant Actifi Inc. to build automated workflows for TD’s Veo Open Access platform.  The workflows will be built in tandem with the dozen third-party vendors currently in partnership with TD.  Many of these vendors already have some level of integration with the Veo platform, according to TD Ameritrade.

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Customer relationship management (CRM) suites are starting to focus more on how their programs can interact with social media networking sites such as Facebook and Twitter. Twitter integration into CRM programs is typical for large companies that want to monitor the chatter about their brand and answer customer questions in a preemptive manner.

Going forward, look for the insurance industry to increasingly adopt cloud computing so it can offer more affordable, more flexible services. Cloud computing refers to any web-based service that is an “expandable and on demand resource,” says Andy Scurto, president of ISCS, a software and services provider for the property-casualty insurance industry.

Some insurance agencies have implemented cloud services without realizing it, shows a recent Virtacore Systems survey. In the survey, about 54% of those using web-based software for email, CRM, productivity, or conferencing did not identify them as cloud applications. “People are starting to realize that cloud computing can save a lot of money and a lot of headaches, and can basically give you a lot more solid infrastructure with a lot less cost,” Scurto says.