For a firm to have $65 billion in assets under management, it must be a firm that inspires trust. In this article, we examine the customer relationship strategy of a global asset management firm: its strategy, its technology and its experiences.
By integrating Pivotal CRM with multiple systems, this CDC Pivotal CRM customer provides users with a central information hub and increases the value and utility of the system. Integration has allowed the firm to reduce errors and increase customer service without increasing expenses or headcount. Learn more about this firm’s experiences implementing CRM on a world-wide basis by reading the article.