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Solution Information

Pivotal CRM for Financial Services

Company: Pivotal

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)
  • capital markets
  • private banking/wealth management
  • commercial banking


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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