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CRM Solutions for Financial Services
As organizations in the financial services industry look for new growth opportunities and react against increasing commoditization, many are realizing that their most valuable assets are their clients and relationships. Forward-thinking financial services firms are looking to strategic client relationship management (CRM) to help them differentiate their offerings and build client loyalty in a competitive market. To support new customer-driven business strategies, they are turning to Pivotal CRM for Financial Services to help them realize new business efficiencies and deliver superior service to their clients—profitably.
Pivotal CRM for Financial Services offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the value chain, and improve responsiveness to client demands. With discrete CRM offerings for institutional asset management, mutual fund wholesaling, capital markets, private banking/wealth management, and commercial banking, Pivotal CRM for Financial Services puts critical relationships at the core of organizational strategy in a way that fits the unique business processes of financial services firms.
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- Pivotal CRM for Institutional Asset Management: Get deep insight into client needs, preferences, and influencers and accelerate multi-step processes.
- Pivotal CRM for Mutual Fund Wholesaling: Develop a deep understanding of broker profitability, strengthen broker relationships, and streamline business processes.
- Pivotal CRM for Capital Markets: Manage investment banking opportunities and relationships and help sales, trading, and research apply superior client knowledge.
- Pivotal CRM for Private Banking (Wealth Management): Gain deep insight into client needs, households, preferences, and influencers.
- Pivotal CRM for Commercial Banking: Automate multi-step processes, track performance, and collaborate better as a team.
The Power of Pivotal CRM for Financial Services
- Get Client Insight: Achieve a 360-degree view of the client to uncover new opportunities and deliver better-targeted service.
- Increase Data Accuracy and Accessibility: Ensure all departments and offices are on the same page with a single shared repository of client information.
- Improve Collaboration: Allow cross-functional account servicing and better coordination between departments.
- Eliminate Inefficiencies: Accelerate and streamline time-intensive multi-step processes such as account openings with structured workflows.
- Increase Client Satisfaction: Deliver exceptional, personalized client experiences using efficient tools that lower service costs.
- Decrease Implementation Time and Costs: Choose CRM solutions tailored to your firm's specific lines of business to accelerate deployment and achieve better business fit with less customization.
- Mirror Your Unique Processes: Take advantage of Pivotal's highly flexible technology to cost-effectively customize and configure parts of the system to exactly fit the way your firm does business.