Pivotal CRM for Capital Markets

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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 to leverage research and deep client knowledge are the drivers of trading volume.

CDC Pivotal CRM for Capital Markets is the only complete, comprehensive relationship management system tailored to meet the needs of both sides of your firm. The solution offers industry-specific functionality that enables investment bankers to better manage client opportunities and relationships, while helping sales, trading, and research build and leverage superior client knowledge.

Pivotal CRM for Capital Markets mirrors the business processes and data models commonly used by firms 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 can accelerate return on investment and lower your total cost of ownership.

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