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CRM Software for Capital Markets
Relationships are critical to cultivating new business and retaining existing clients for capital markets firms. Ensuring consistency and optimizing productivity can be real challenges for investment banks, which face collaboration challenges due to the complex network of internal and external parties involved in deals. On the equity sales, trading, and research side of capital markets firms, speed and depth of client knowledge are critical to increasing trade volume and leveraging research.
Pivotal CRM for Capital Markets is the only complete, 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 and helps sales, trading, and research build and leverage superior client knowledge.
Pivotal CRM for Capital Markets mirrors the business processes and data models commonly used by capital markets firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, capital markets firms can accelerate the return on their investment and lower their total cost of ownership.
Complete CRM Software Tailored to Capital Markets
- Client Profiles
- Relationship/Influence Tracking
- Expense Tracking
- Opportunity Management
- Deal Management
- Mergers and Acquisitions
- Working-Group Lists
- Road-Show Scheduling
- Call Reporting
- Research Products
- Distribution Management
- Trade Activity Tracking
- Power Searches Relationship Management
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- Activity Notification
- Venture Capital Investments
- Reporting
- Company/Contact Management
- SmartPortal
- Audit Management
- Executive Assistant Management
- Coverage Team
- Associates/Associations
- Employee Profiles
- Ad-Hoc Research Distribution
- Real-time Data Feeds
- Handheld CRM
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Understand Influences on Client Deals and Decision-Making
Pivotal CRM for Capital Markets gives authorized users instant, at-a-glance insight into the complex network of stakeholders and relationships—owners, executives, shareholders, boards of directors, consultants, lawyers, and more—involved in a firm, deal, or syndicate.
Maintain Profitable Trade Volume
Pivotal CRM for Capital Markets offers comprehensive information about institutional-client holdings, interests, and trades, allowing sales and trading to identify and target appropriate clients for trades faster and more effectively.
Efficiently Manage Multi-Step Processes
Pivotal CRM for Capital Markets offers workflow tools that enable firms to implement structured processes for completing activities according to managed timelines, enhancing collaboration and ensuring thoroughness and consistency.
Coordinate Complex Deal Teams and Multiple Stakeholders
Pivotal CRM for Capital Markets enables investment bankers to maintain a comprehensive working-group list and share data on IPOs, M&As, and other deals between members for more effective collaboration.
Distribute Research and Information to the Right Parties
Pivotal CRM for Capital Markets offers automatic notification of hot leads and new research according to preferences, enabling sales and trading to distribute information to the right clients more rapidly and easily.
Address Compliance Demands and Ethical Considerations
Pivotal CRM for Capital Markets is fully integrated with Microsoft® Office, making it easy to record and store all client interaction and related documentation directly within the client profile, creating a valuable audit trail. Furthermore, a built-in "ethical wall" ensures appropriate division between corporate finance and sales/trading and research.