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Pivotal Handheld for Private Banking
Pivotal Handheld for Private Banking helps wealth managers deliver personalized, responsive service and better understand clients' needs, whether they're in the office, at the client site, at a lunch meeting, or on the road. Wealth managers gain the flexibility to work while on the move, and can also take advantage of collaboration tools that help them work more effectively with coworkers and experts in other departments to provide exceptional client experiences.
Provide Exceptional Client Service with Pivotal Handheld
Pivotal Handheld for Private Banking is a BlackBerry®-resident application that provides continuous rapid access to key information, regardless of wireless network access, bandwidth, or quality of connection, empowering your wealth managers to:
- Deliver highly personal, dedicated service to every client, whether they're in the office or on the move
- Immediately access and track full client assets and share of wallet, as well as detailed influence and household information, giving them a comprehensive picture of direct client value and indirect influence
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- Access and update pending activities, account status, contact information, value rankings, third-party data feeds, and more, improving client service
- Quickly recognize and take advantage of sales opportunities as the market changes
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Pivotal Handheld maximizes productivity and effectiveness by providing mobile relationship managers with access to the information they need, whenever and wherever they need it. Client accounts can be updated at any time, allowing mobile users to take advantage of breaks between client meetings to update data while the details are still fresh, instead of having to spend extra time at the end of their day or trip.