Pivotal CRM

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Pivotal CRM for Financial Services
Pivotal CRM for Financial Services Pivotal CRM is the customer relationship management (CRM) product suite of CDC Software, The Customer-Driven Company. As financial services organizations look for new growth opportunities and react against increasing commoditization and margin pressures, many are realizing that their most valuable assets are...
Pivotal CRM for Institutional Asset Management
Pivotal CRM for Institutional Asset Management offers industry-specific functionality that enables institutional asset managers to develop deep insight into their clients' needs, preferences, and influencers, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better as a team.
Pivotal CRM for Mutual Fund Wholesaling
Pivotal CRM for Mutual Fund Wholesaling is an industry-specific solution that enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity.
Pivotal CRM for Capital Markets
Pivotal CRM for Capital Markets is the only complete, comprehensive relationship management system tailored to meet the needs of both sides of capital markets firms, offering industry-specific functionality that enables investment bankers to better manage client opportunities and relationships.
Pivotal CRM for Commercial Banking
Pivotal CRM for Commercial Banking is an industry-specific solution that enables commercial banks to develop deep insight into their clients' needs and preferences, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better as a team.