Customer Snapshot: The Ziegler Companies, Inc.

Top provider of financial services for not-for-profits chooses Pivotal to support investment banking, wealth management, and asset management business units

The Ziegler Companies, Inc. (symbol: ZCOI), headquartered in Milwaukee, Wis., is a growth-oriented boutique investment banking and investment services firm with a primary focus in the health care, senior living, and church and school sectors. Operations encompass capital markets (capital advisory services, bond underwriting, institutional sales and trading) and investment services, including asset management and wealth management through retail brokerage offices.

Challenges

  • Improve Customer Service
  • Increase collaboration
  • Increase up-sell/cross sell opportunities

Results

  • Enables users across business units to understand how a client's interactions with different departments and other firm clients present opportunities for cross-selling and up-selling–-maximizing the firm's share of wallet
  • Enhances interdepartmental collaboration, promotes maximum cross- and up-selling, and supports first-rate service across business units
  • Gives investment banking, wealth management, and asset management business units a single, easy-to-use system for managing all interactions with clients