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Calamos Investments
Leading financial services and investment management firm deploys Pivotal CRM to improve collaboration, optimize efficiency, and enhance customer service
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Customer Snapshot
Calamos Asset Management, Inc. (Nasdaq: CLMS) is a diversified investment firm offering equity, high yield, and convertible and alternative investment strategies, among others. The firm serves institutions and individuals via separately managed accounts and open-end and closed-end funds, offering a risk-managed approach to capital appreciation and income-producing strategies. For more information, visit http://www.calamos.com.
Challenges
- Improve customer service
- Increase collaboration
- Increase up-sell/cross sell opportunities
Results
- Allows cross-functional account servicing and broader collaboration between departments
- Increases data accuracy and accessibility with a single shared repository of client information
- Offers a 360-degree view of the client, enabling users to uncover new opportunities and deliver better-targeted service