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Canada Office

600-858 Beatty Street
Vancouver
BC
CA

Headquarters Office Head Office

Two Concourse Parkway Suite 800
Atlanta
GA
US

Europe and the Middle-East Office

Pioneer House 7 Rushmills
Northampton
GB

Telephone

604-699-8000

Contact

April Reyes
[email protected]

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 their clients and relationships. Forward-thinking firms are looking to strategic CRM to help them differentiate their offerings and build client loyalty. To support customer-driven business strategies, they are turning to Pivotal CRM for Financial Services to help them realize new business efficiencies and deliver superior service to their clients—profitably.

Pivotal CRM for Financial Services offers comprehensive industry-specific capabilities that increase insight into operational performance, streamline processes, and improve responsiveness to client demands. With discrete CRM offerings for institutional asset management, mutual fund wholesaling, capital markets, private banking/wealth management, and commercial banking, Pivotal CRM for Financial Services puts critical relationships at the core of organizational strategy. With the recent release of .NET-based Pivotal CRM for Financial Services 6.0, Pivotal CRM offers unprecedented flexibility and ease of use, enabling firms to create a unified, personalized user desktop; model their unique business practices; and cost-effectively tailor the system to fit their precise needs.

View other products from Pivotal CRM

Pivotal CRM for Wealth Management/Private Banking

Pivotal CRM for Wealth Management/Private Banking offers is an industry-specific solution that enables wealth managers to develop deep insight into their clients’ needs, households, preferences, and influencers, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better to increase client satisfaction.

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.