Pivotal CRM for Financial Services enables clear competitive differentiation, addressing the customer-facing needs of financial services firms with powerful customer relationship management software tailored to capital markets, commercial and private banking, institutional asset management, and mutual fund wholesaling.
Pivotal CRM for Financial Services includes customer relationship management solutions tailored to the following lines of business that can be deployed singly or in combination:
• Capital Markets (investment banking and sales, trading, and research)
• Institutional Asset Management
• Mutual Fund Wholesaling
• Commercial Banking
• Wealth Management/Private Banking