Pivotal CRM for the financial services industry offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the value chain, and improve responsiveness to client demands. Pivotal CRM includes discrete customer relationship management (CRM) offerings for
institutional asset management
wholesale asset management (mutual fund wholesaling)
private banking/wealth management
The software helps put 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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