Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the needs of capital markets, commercial and private banking, institutional asset management, and retail asset management organizations with distinct industry-tailored solutions. Built with the user experience in mind, Pivotal CRM offers unparalleled flexibility and customizability, enabling companies to tailor the system to their users’ needs. With a Microsoft-style interface and role- and task-based navigation, Pivotal CRM is user-friendly, reducing the learning curve and increasing user adoption. Pivotal CRM embeds Microsoft Outlook and SharePoint right within the CRM system and integrates closely with the Microsoft Office suite, bringing data to the user when and where they need it.
The Taylor Reach Group is a call center and contact center consultant company specializing in customer experience consulting, call and contact center consulting, management, performance, technologies, site selection, tools and assessments. The Taylor Reach Group consultants, each with more... Read More
Grupo Noa International is multilingual inbound call center service provider in Europe, USA, Canada & Australia. Grupo Noa International is a global virtual call center providing high reliability with effective cost international direct response service. With clients ranging from start-ups to...
Epicor Software Corporation drives business growth. We provide flexible, industry-specific software that is designed around the precise needs of our manufacturing, distribution, retail, and service industry customers. More than 40 years of experience with our customers’ unique business processes...
In your market, relationships mean everything and sharing information across your firm is the key to collaborating and getting deals done. But, collaboration can be a challenge due to the complex network of internal and external parties involved in deals. On the equity sales side, your ability... Read more
To compete in today's crowded market, you need to be strategic about resource allocation and take a strategic approach to managing broker-dealer channels. To achieve this, you need better insight into broker relationships and profitability. CDC Pivotal CRM for Mutual Fund Wholesaling is an... Read more
Clients seeking out your private banking services today are more cautious than ever. To win your share of their business, you need to demonstrate a level of personalized service that makes you stand out from competing firms.CDC Pivotal CRM for Private Banking helps you streamline operations,... Read more