Products by Pivotal CRM

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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 getting deals done. But, collaboration can be a challenge due to the complex network of internal and external parties involved in deals. On the equity sales side, your ability... Read More
  • 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 feel valued. But, how can you deliver enhanced service without driving up service costs and discouraging clients? In today's business environment, commercial banks face increasing... Read More
  • 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 to managing broker-dealer channels. To achieve this, you need better insight into broker relationships and profitability. CDC Pivotal CRM for Mutual Fund Wholesaling is an... Read More
  • 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 business, you need to demonstrate a level of personalized service that makes you stand out from competing firms.CDC Pivotal CRM for Private Banking helps you streamline operations,... Read More

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