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Canada Office

600-858 Beatty Street
Vancouver
BC

Headquarters Office Head Office

Two Concourse Parkway Suite 800
Atlanta
GA

Europe and the Middle-East Office

Pioneer House 7 Rushmills
Northampton

Telephone

604-699-8000

Contact

April Reyes
[email protected]

Tagline

"No other vendor offered us a product that could provide enterprise-wide access to client information combined with very specific tools to support day-to-day business in each department."Mike TalbotSenior Vice President, Project OfficeThe Ziegler Comp

Profile

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.

Focus

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