TopProvider LB - Wall Street & Technology Online B
TopProvider LB - Wall Street & Technology Online B

Pivotal CRM

Customer Relationship Management for Customer-Driven Companies

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Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the needs of capital markets, commercial and private banking, institutional asset management, and retail asset management organizations with distinct industry-tailored solutions. Built with the user experience in mind, Pivotal CRM offers unparalleled flexibility and customizability, enabling companies to tailor the system to their users’ needs. With a Microsoft-style interface and role- and task-based navigation, Pivotal CRM is user-friendly, reducing the learning curve and increasing user adoption. Pivotal CRM embeds Microsoft Outlook and SharePoint right within the CRM system and integrates closely with the Microsoft Office suite, bringing data to the user when and where they need it.

Company Details

Address
2002 Summit Boulevard, Suite 700
Atlanta, GA 30319

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Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from... Read More

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Products & Services

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Pivotal CRM for Capital Markets

In your market, relationships mean everything and sharing information across your firm is the key to collaborating and...

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Pivotal CRM for Mutual Fund Wholesaling

To compete in today's crowded market, you need to be strategic about resource allocation and take a strategic approach...

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Pivotal CRM for Wealth Management/Private Banking

Clients seeking out your private banking services today are more cautious than ever. To win your share of their...

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Pivotal CRM for Commercial Banking

To compete with today’s global banks and regional credit unions, you have to work harder to ensure that your clients...

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Resources & Content

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CRM Built for Sales: The Executive Guide to Selecting CRM that Meets Sales Needs

CRM Built for Sales: The Executive Guide to Selecting CRM that Meets Sales Needs

The sales organization is often the most important—and challenging—to win over with CRM. Learn how a company can ensure...

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CRM Built for Customer Service: The Executive Guide to Selecting CRM that Meets Service Needs

CRM Built for Customer Service: The Executive Guide to Selecting CRM that Meets Service Needs

Learn how a company can ensure it selects a CRM system that will be embraced by service users and deliver maximum...

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CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs

CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs

Learn how a company can ensure that the marketing department’s needs are met when choosing an enterprise-level CRM...

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CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs

CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs

Learn how organizations can ensure the CRM system they select will meet IT needs both today and in the future.

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Client Relationship Management for Asset Managers

Client Relationship Management for Asset Managers

Describes how CRM can help mutual fund wholesalers and institutional asset managers address core industry challenges...

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Uncovering the Opportunity in 22c-2 Compliance

Uncovering the Opportunity in 22c-2 Compliance

Provides an overview of 22c-2 and its costs and risks. Also reveals ways mutual fund companies can leverage CRM systems...

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Building Relationship Capital: Client Relationship Management for the Capital Markets

Building Relationship Capital: Client Relationship Management for the Capital Markets

Explains the role CRM can play in helping capital-markets firms streamline investment-banking activities, increase...

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Hunting & Farming: Two Client Relationship Imperatives for Investment Managers

Hunting & Farming: Two Client Relationship Imperatives for Investment Managers

“Hunting” is developing net new opportunities for the firm. “Farming” is nurturing relationships with existing clients....

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CRM: The Essential Guide

CRM: The Essential Guide

Distills 5 key principles for CRM success that can help you develop a CRM strategy that is executable, measurable, and...

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Categories

Customer Relationship Management
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