Datasheet: Pivotal CRM for Capital Markets

July 17, 2012

Your business is relationships. Whether it’s a researcher meeting with a company’s management team or an advisor working to understand a tier one client’s investing goals, having historical client data at your fingertips makes all the difference. Pivotal CRM for Capital Markets is a complete, end-to-end client relationship management (CRM) tool that offers exceptional functionality tailored to the needs of both the investment banking and institutional sales, trading, and research divisions of capital markets firms.
Pivotal CRM for Capital Markets gives both sides of capital markets firms features to improve productivity and gain strategic insight. Learn how you can:

  • Leverage relationships more effectively with relationship-building tools and insight into inter-relationships
  • Improve collaboration with automated workflows for managing deals and other complex processes
  • Develop a competitive edge with faster delivery of time-sensitive research and information
  • Improve client satisfaction with better-targeted service and research
  • Maintain information integrity with a built-in “ethical wall”
  • Increase the productivity of mobile personnel with access to key information and processes wherever and whenever required
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