Présentation de clients: Calamos Investments

Leading financial services and investment management firm deploys Pivotal CRM to improve collaboration, optimize efficiency, and enhance customer service

Calamos Asset Management, Inc. (Nasdaq: CLMS) is a diversified investment firm offering equity, high yield, and convertible and alternative investment strategies, among others. The firm serves institutions and individuals via separately managed accounts and open-end and closed-end funds, offering a risk-managed approach to capital appreciation and income-producing strategies. For more information, visit http://www.calamos.com.

Challenges

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

Results

  • Allows cross-functional account servicing and broader collaboration between departments
  • Increases data accuracy and accessibility with a single shared repository of client information
  • Offers a 360-degree view of the client, enabling users to uncover new opportunities and deliver better-targeted service