Pivotal CRM for Mutual Fund Wholesaling

Product Details

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 industry-specific solution that enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity.

The solution enables you to increase efficiencies and productivity, leading to greater overall profitability. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system that mirrors the business processes and data models you already use, you can get started quickly and be on your way to improved profitability.