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
asset management (mutual fund wholesaling)
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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