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CRM Software for Commercial Banking
In today's business environment, commercial banks face increasing competition from new players, including global banks and alternative sources of funds. In response, they need to work harder to ensure that their clients feel valued and receive high-quality service that promotes client loyalty. Pivotal CRM for Commercial Banking provides the foundation and tools commercial banks need to implement processes that maximize opportunities and to craft a client experience that differentiates them from competitors.
Pivotal CRM for Commercial Banking is an 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.
Pivotal CRM for Commercial Banking mirrors the business processes and data models commonly used by commercial banks. 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, commercial banks can accelerate the return on their investment and lower their total cost of ownership.
Complete CRM Software Tailored to Commercial Banking
- Company and Contact Profiles
- Relationship and Influence Tracking
- Activity Management and Planning
- Account Alerts
- Productivity Tools
- Cross-Selling Tools
- Workflow Management
- Power Searches
- Lead Management
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- Territory Management
- Opportunity Management
- Product and Research Management
- Service Tracking
- Privacy Compliance and Disclosure
- Literature and Materials Fulfillment
- Broker Gifts and Value Tracking
- Administrative Assistant Portal
- Handheld CRM
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Manage Opportunities for Optimum Productivity
Pivotal CRM for Commercial Banking centralizes and streamlines the management of business opportunities, delivering superior results and increasing productivity. Opportunities for internal commercial banking affiliates, such as Cash Management, can be easily identified, increasing referrals. Opportunities can be assigned to individuals or groups, as can activities and next steps.
Coordinate the Specialized Activities of Multi-Functional Teams
Pivotal CRM for Commercial Banking helps firms effectively coordinate and apply resources where they will be most valuable by facilitating the creation of detailed action plans with steps assigned to individual team members. With all team members referring and contributing to account information and activity in a single, central location, collaboration is improved, efficiencies are achieved, information and insight are pooled, and every team member is always on the same page.
Develop and Retain Corporate Knowledge
Pivotal CRM for Commercial Banking helps companies build up a centralized, shared repository of client intelligence that can be leveraged across the firm and endures in the event of employee departure, protecting the firm's investment in building important client relationships and ensuring service continuity.
Efficiently Manage Multi-Step Processes
Pivotal CRM for Commercial Banking saves firms hours of repetitive work every day with built-in workflows that increase efficiency. Data-driven workflows can coordinate and accelerate the numerous steps and stakeholders involved in critical processes such as account setup.
Increase Client Retention
Pivotal CRM for Commercial Banking empowers firms to deliver more proactive and personalized services, informed by a deep understanding of client preferences and needs, increasing client satisfaction and retention.