Pivotal CRM for Commercial Banking

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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 competition from new players, including global banks and alternative funding sources. In response, they need to work harder to ensure their clients feel valued and receive high-quality service that promotes client loyalty. CDC Pivotal CRM for Commercial Banking provides the foundation and tools you need to implement processes that maximize opportunities and create client experiences that differentiate you from the competitors.

Pivotal CRM for Commercial Banking is an industry-specific solution that enables you to develop deep insight into your clients' needs and preferences, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team.

Our CRM solution mirrors the business processes and data models commonly used by commercial banks like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, you are well-positioned to delight clients with the personalized service that makes banking with you a natural choice.

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