Pivotal Handheld for Institutional Asset Management

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Responsiveness to both existing customer needs and new opportunities is a critical competitive requirement. Today's institutional asset managers use BlackBerry® devices to interact with their institutional customers for both sales and performance reporting. Mobile access to CRM data through Pivotal Handheld for Institutional Asset Management gives representatives the tools to respond to queries instantly and seize opportunities faster.

Cement Client Loyalty with Pivotal Handheld

Pivotal Handheld for Institutional Asset Management is a BlackBerry-resident application that provides continuous rapid access to key information, regardless of wireless network access, bandwidth, or quality of connection, empowering asset managers to:

  • Stay proactive with contract renewals and RFPs—manage steps in a client meeting or on the road, ensuring timely renewals and responses
  • Effectively coordinate and apply resources in the field by promptly updating records and assigning action-plan steps to team members
  • Immediately capture information required for regulatory compliance and expense tracking
  • View holdings and send client reports on the fly with real-time access to client information
  • Improve the amount, quality, and timeliness of client information available to the team back at the office
  • Use their BlackBerry devices as their mobile CRM office

Pivotal Handheld maximizes productivity and effectiveness by providing mobile relationship managers with access to the information they need, whenever and wherever they need it. Client accounts can be updated at any time, allowing mobile users to take advantage of breaks between client meetings to update data while the details are still fresh, instead of having to spend extra time at the end of their day