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CRM Software for Private Banking
The private banking/wealth management industry faces complex challenges, from increased competition, investor skepticism, and deregulation to globalization and consolidation in the marketplace. Pivotal CRM for Private Banking enables wealth managers to address these challenges with ease by helping them streamline operations, gain greater insight into the cost and value of client service, and deliver an outstanding client experience that cultivates a loyal client base.
Pivotal CRM for Private Banking offers is an industry-specific solution that enables 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.
Pivotal CRM for Private Banking mirrors the business processes and data models commonly used by wealth management 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, private banking firms can accelerate the return on their investment and lower their total cost of ownership.
Complete CRM Software Tailored to Wealth Management
- Relationship Tracking
- Household/Influence Tracking
- Client Profiles
- Asset Profiles
- Pivotal SmartPortal
- Life Events and Account Alerts
- Call Planning and Call Reporting
- Power Search
- Expense Tracking
- Territory and Team Assignments
- Microsoft® Outlook Integration
- Mobile and Wireless Availability
- Materials and Literature Fulfillment
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- Lead Management
- Cross-Selling Capabilities
- Data-Driven Workflows
- Product Feature Configuration
- Privacy Compliance
- Disclosure Tracking
- Competitive Information
- Service-Request Management
- News and Ticker Information
- Performance and Client Reporting
- Activity Management
- Handheld CRM
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Increase Client Retention
Pivotal CRM for Private 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.
Get a True Picture of Client Value and Costs
Pivotal CRM for Private Banking tracks and displays full client assets and share of wallet, as well as detailed influence and household information, giving firms a comprehensive picture not only of direct client value, but also of indirect potential influence, while tracking associated costs.
Efficiently Manage Your Book of Business
Pivotal CRM for Private Banking enables users to work more effectively by centralizing activities around a one-stop, fully personalized dashboard that can be set up to show pending activities, account status, top contact information, value rankings, third-party data feeds, and more, increasing organization and productivity.
Take Advantage of Cross-Selling and Up-Selling Opportunities
Pivotal CRM for Private Banking gives users a 360-degree view of client accounts, giving them better insight into potential up-selling and cross-selling opportunities. In addition, automatic cross-selling prompts ensure opportunities are consistently pursued, and information about competing products helps users sell more competitively.
Accelerate Multi-Step Processes
Pivotal CRM for Private 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.