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.