Industry Solutions

• Financial Services
  • Institutional Asset Management
  • Mutual Fund Wholesaling
  • Capital Markets
  • Private Banking/Wealth Management
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Resource Library

The following resources can help you learn more about Pivotal CRM for Financial Services.

Brochures

• Pivotal CRM for Financial Services

Case Studies

• Allianz Dresdner Asset Management (UK) Ltd
• AXA Insurance
• Barclays
• Calamos Investments
• Combined Insurance
• Egg
• Evangelical Christian Credit Union
• Farm Credit Services of America
• North Shore Credit Union

Datasheets

• Pivotal CRM for Capital Markets
• Pivotal CRM for Commercial Banking
• Pivotal CRM for Institutional Asset Management
• Pivotal CRM for Mutual Fund Wholesaling
• Pivotal CRM for Private Banking

Press Coverage

• 5 CRM Vendors That Actually Use CRM (CRM Total)
• Canadian Bank Puts the Relationship in CRM (1to1 Weekly)
• CDC CRM Software Honored as 2009 Microsoft Worldwide Partner Conference Awards Winner (CRM Today)
• CDC Releases New CRM Platform as SaaS Offering (Wall Street & Technology)
• CDC Software Announces Pivotal CRM on Demand (CRM Advocate)
• CDC Software, Softrax Venture to Focus on Compliance (Managing Automation)
• CRM in Financial Services Relationship Management Goes Vertical (CRMAdvocate)
• CRM: Financial Services Firms Take a Fresh Look (SearchCRM)
• Fred Cook Views the Possible (Windows in Financial Services)
• How to Avoid Burnout (CRM Today)
• Identiyfing Sick Members (Credit Union Journal)
• Investment Management: Why Relationships Still Matter (Financial Services Technology (FST))
• ISM Announces its Top 15 Lists for CRM (destinationCRM.com)
• Managers Wrestle with Evolving CRMs (FundFire)
• North Shore Credit Union Improves Service and Cut Costs by Eliminating Paper-Based Products (Bank Systems & Technology)
• Pivotal CRM: The Hub of the Brokerage Platform (Windows in Financial Services)
• Putting Clients at the Heart of the System (Professional Wealth Management)
• The Forces Driving Financial Services to Sharpen CRM (CRM Buyer)
• Toyota France Uses Pivotal CRM for Managing Sales Activity of Its Reseller Network (Customerthink.com)
• What to Look for in a CRM System (Business Software )

Press Releases

• AAA Western and Central New York Selects CDC Software's Pivotal CRM Solution To Manage Its 880,000 Members
• Calamos Investments Selects CDC Software's Pivotal CRM Application
• CDC Software Expands Distribution of its Pivotal CRM Solution in Asian Financial Services Markets
• CDC Software Honored as 2009 Microsoft Worldwide Partner Conference Awards Winner in Information Worker Solutions, Office Solutions Development
• CDC Software Hosts North American User Conference with Record Attendance and Enthusiastic Customer Feedback
• CDC Software Introduces New Version of its Email Marketing Solution for Pivotal CRM 6.0
• CDC Software rachète la société Respond Group et gagne ainsi des références clients tels qu'Aegon, AXA Insurance et Barclays
• CDC Software's Customer Leadership Survey Finds Globalization as Key Issue for Financial Services Firms
• CDC Software's Pivotal CRM for Financial Services Solution Selected by Leading Asian Systems Integrator
• CDC Software's Pivotal CRM Helps Evangelical Christian Credit Union Improve Collaboration and Increase Client Acquisition and Retention
• CDC Software's Pivotal CRM Receives Prestigious Industry Award for 12th Consecutive Year
• CDC Software's Pivotal CRM Solution Receives Prestigious Industry Recognition for 13th Consecutive Year
• CDC Software's Vertical CRM Solutions Gain Momentum in Financial Services Industries
• Leading Swedish Investment Bank Selects CDC Software's Pivotal CRM for Financial Services Solution
• Les solutions CRM verticales de CDC Software confirment leur leadership sur le marché des services financiers
• Omnium Finance opte pour la solution Pivotal CRM
• The 401(k) Company Selects CDC Software's Pivotal CRM

Video Testimonials

• Calamos Investments
• CDC Software: Pitch Minute
• Farm Credit Services of America
• Principal Financial: Casey Pierce

White Papers and Articles

• Account Managers Find CRM "Pivotal" to Their Operations
• Building Relationship Capital: Client Relationship Management for the Capital Markets
• Client Relationship Management for Asset Managers
• Client-Centric Strategies for Thriving in a Downturn
• Connecting with Generation Y
• Conquering the Credit Crunch: Client-Centric Survival Strategies for Investment Banks
• Current Trends and Responses in Financial Services
• Essentials of CRM for Commercial Banking
• Essentials of CRM for Wealth Management
• Hunting & Farming: Two Client Relationship Imperatives for Investment Managers
• It's a Small World After All: Globalization in Financial Services
• Pivotal CRM: Leveraging Client Relationships to Increase Profitability in Financial Services
• Pivotal CRM: The Hub of the Brokerage Platform
• Pivotal Insight Investing in Relationships
• Surviving and Thriving in a Challenging Market: How Customer-Centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty
• The Financial Services CRM Opportunity: Simpler, More Effective Relationship Banking
• The Trust Factor
• Uncovering the Opportunity in 22c-2 Compliance
• Web 2.0 and the Return of the Relationship