CDC Software for Financial Services

Is it time for a best-in-class business solution? Adopted by world-class financial organizations, CDC Software provides scalable, industry-specific solutions that are proven to grow revenue and retain high-value customers.

Respond for Financial Services.

Learn how Barclays increased customer satisfaction after implementing Respond, replacing 33 disparate systems across the organization.

CRM helps triple Credit Union assets.

Hear why this Credit Union CIO credits CRM with growing its assets and enhancing customer engagement.

Social CRM from Talk to Action.

Five best practices help you quickly harness the vast potential of the social web so that you can take measurable action.

How will you manage PPI complaints?

Learn how Respond PPI can help ease the administrative burden of your PPI project and build positive relationships with your customers moving forward.

What can we help you with today?

+1 (770) 351-9600

Customer-driven solutions to your unique challenges.


In the current economy, financial-services organizations need technology that is designed to work across the entire enterprise, and flexible enough to give individual departments the freedom to operate as they need to, based on their unique requirements.

With offerings for institutional asset management, mutual fund wholesaling, capital markets, private banking/wealth management, retail and commercial banking, CDC Software provides solutions that put critical relationships at the core of organizational strategy in a way that fits the specific business processes of financial services firms.

From sales force and marketing automation to facilitating complex projects and customer response management, if customer relationships are at the core of your business, CDC Software can help you achieve your goals.

Learn how our unique capabilities support your Financial Services organization:

CRM for Financial Services

Comprehensive, industry-specific capabilities that increase insight into operational performance, streamline processes , and improve responsiveness to client demands.

CRM for Institutional Asset Management

Mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems.

CRM for Mutual Fund Wholesaling

Enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity.

CRM for Capital Markets

Comprehensive relationship management system tailored to meet the needs of both sides of capital markets firms, offering industry-specific functionality that enables investment bankers to better manage client opportunities and relationships.

CRM for Private Banking/Wealth Management

Allows wealth managers to develop deep insight into their clients' needs, households, preferences, and influencers, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better to increase client satisfaction.

CRM for Commercial Banking

Industry-specific solution that enables commercial banks to develop deep insight into their clients' needs and preferences, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better as a team.

CRM for Retail Banking

Transforms your bank into a customer-centric organization, accompanied by tools that increase client satisfaction, decrease churn and help you maximize share of wallet by delivering a personalized banking experience.

CRM for Credit Unions

A comprehensive member relationship management solution offering tools for developing detailed member profiles, matching members to products and delivering a highly-personalized level of service across each member’s financial lifetime.

Other products & solutions:

Case Study

Calamos Investments

Brochure

CDC Pivotal Financial Services
CDC Software: The Customer-Driven Company™