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Resource Library

The following resources can help you learn more about Pivotal CRM for Financial Services.

Brochures

• Pivotal CRM for Financial Services

Case Studies

• Allianz Dresdner Asset Management (UK) Ltd
• Barclays
• Calamos Investments
• Egg
• Evangelical Christian Credit Union
• Farm Credit Services of America
• North Shore Credit Union

Datasheets

• Pivotal CRM On Demand for Institutional Asset Management
• Pivotal CRM for Institutional Asset Management
• Pivotal CRM for Mutual Fund Wholesaling
• Pivotal CRM for Capital Markets
• Pivotal CRM for Private Banking
• Pivotal CRM for Commercial Banking

Press Coverage

• Jumping Into the SaaS Pool (destinationCRM.com)
• ISM Announces its Top 15 Lists for CRM (destinationCRM.com)
• The Forces Driving Financial Services to Sharpen CRM (CRM Buyer)
• What to Look for in a CRM System (Business Software )
• Fred Cook Views the Possible (Windows in Financial Services)
• CDC Software Announces Pivotal CRM on Demand (CRM Advocate)
• Investment Management: Why Relationships Still Matter (Financial Services Technology (FST))
• Canadian Bank Puts the Relationship in CRM (1to1 Weekly)
• Managers Wrestle with Evolving CRMs (FundFire)
• CRM: Financial Services Firms Take a Fresh Look (SearchCRM)
• North Shore Credit Union Improves Service and Cut Costs by Eliminating Paper-Based Products (Bank Systems & Technology)
• Pivotal CRM: The Hub of the Brokerage Platform (Windows in Financial Services)
• CRM Systems Get an Institutional Flavor (Securities Industry News)
• Pivotal CRM: Leveraging Client Relationships to Increase Profitability in Financial Services (Windows in Financial Services)
• ISM honors 29 as CRM's best (SearchCRM)
• On the Road to Super Service (SuperFunds)
• CRM Can Help Prevent Identity Fraud (CRMDaily)
• Profits One Customer at a Time (CRM Magazine)
• Scotiabank Focuses on Commercial Customers (Bank Systems and Technology)

Press Releases

• CDC Softwares Customer Leadership Survey Finds Globalization as Key Issue for Financial Services Firms
• CDC Software's Pivotal CRM Helps Evangelical Christian Credit Union Improve Collaboration and Increase Client Acquisition and Retention
• CDC Software Hosts North American User Conference with Record Attendance and Enthusiastic Customer Feedback
• CDC Software's Pivotal CRM Receives Prestigious Industry Award for 12th Consecutive Year
• CDC Software's Pivotal CRM for Financial Services Solution Selected by Leading Asian Systems Integrator
• Leading Swedish Investment Bank Selects CDC Software's Pivotal CRM for Financial Services Solution
• CDC Software's Vertical CRM Solutions Gain Momentum in Financial Services Industries
• Farm Bureau Insurance of Michigan Selects CDC Software's Pivotal CRM Applications
• Omnium Finance opte pour la solution Pivotal CRM
• The 401(k) Company Selects CDC Software's Pivotal CRM
• Calamos Investments Selects CDC Software's Pivotal CRM Application
• Davidson Companies Selects CDC Software's Pivotal CRM
• CDC Software's Pivotal CRM Recognized by SecuritiesTech 50
• Mellon Asset Management Measures Significant Benefits During First Six Months with Pivotal CRM from CDC Software
• The Ziegler Companies Selects Pivotal CRM for Financial Services
• CDC Software's Pivotal CRM Selected by Asset Manager
• Vantage Credit Union Selects Pivotal Financial Services
• Pivotal Announces Winners of CRM Innovator Awards
• Morgan Keegan Selects Pivotal Financial Services for Private Client Group and Equity Capital Markets
• Pivotal Customer Adapts Pivotal CRM to Protect Members Against Identity Fraud

Video Testimonials

• Calamos Investments
• Farm Credit Services of America
• Principal Financial: Casey Pierce

White Papers & Articles

• Account Managers Find CRM "Pivotal" to Their Operations
• Current Trends and Responses in Financial Services
• Essentials of CRM for Commercial Banking
• Surviving and Thriving in a Challenging Market: How Customer-Centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty
• It's a Small World After All: Globalization in Financial Services
• Essentials of CRM for Wealth Management
• Conquering the Credit Crunch: Client-Centric Survival Strategies for Investment Banks
• The Trust Factor
• Client-Centric Strategies for Thriving in a Downturn
• Web 2.0 and the Return of the Relationship
• Pivotal CRM: Leveraging Client Relationships to Increase Profitability in Financial Services
• Pivotal CRM: The Hub of the Brokerage Platform
• Uncovering the Opportunity in 22c-2 Compliance
• Hunting & Farming: Two Client Relationship Imperatives for Investment Managers
• Building Relationship Capital: Client Relationship Management for the Capital Markets
• Client Relationship Management for Asset Managers
• Pivotal Insight Investing in Relationships
• The Financial Services CRM Opportunity: Simpler, More Effective Relationship Banking

Webcasts

• A Bank Systems & Technology Webcast: Realizing the Promise of CRM in Commercial Banking
• A Wall Street & Technology Webcast: Maximizing Client Value for Wealth Managers in Tough Economic Times
• TowerGroup Webcast: Customer Experience in Financial Services: The Currency of Differentiation
• Drive Your Investment Management Business Forward: A "Wall Street & Technology" Editorial Perspectives TechWebCast
• Go Beyond Single-Client Servicing: A Wall Street & Technology Editorial Perspectives TechWebCast
• Hunting & Farming: The New Financial Services Relationship Paradigm (with TowerGroup)
• Strategic CRM for Asset Management: Why the Time Is Right (with TowerGroup)