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Davidson Companies
Financial services holding company implements Pivotal CRM to increase operational performance and improve customer service in its Equity Capital Markets division
Customer Snapshot
Davidson Companies, founded in 1935, is an employee-owned financial services holding company based in Great Falls, Montana. Davidson Companies owns D.A. Davidson & Co., the largest full-service investment firm based in the region. Also part of the Davidson Companies family are Davidson Trust Co., a wealth management and trust operation; Davidson Investment Advisors, a professional money management firm; Davidson Fixed Income Management, a registered investment adviser providing wealth management and other fixed income services; and Davidson Travel, a full-service travel agency.
Challenges
- Improve customer relationships
- Improve customer service
- Increase operational efficiencies
Results
- Will increase operational performance, streamline processes across the value chain, and improve responsiveness to client requests
- Will support approximately 200 users in 20 offices managing 16,000 contacts
- Will allow employees to cultivate deeper relationships with their clients and provide exemplary customer service, as well as provide greater insight into workflow, automate multi-step processes, and track performance