Datasheet: Pivotal CRM for Mutual Fund Wholesaling

July 17, 2012

To produce the best results, you need superior time-management skills, at-a-glance insight into broker and dealer effectiveness, and the tools to add value at every interaction. You need a framework that will help you build “relationship capital.”

Pivotal CRM for Mutual Fund Wholesaling is designed specifically to support you in the way you do business. It gives you the tools you need to develop broker relationships and better understand their performance – so you know where to spend your time.

Learn how you can:

  • Enhance your competitive advantage with more effective resource allocation
  • Accelerate revenue growth through deeper, more productive broker relationships
  • Deliver superior service to brokers through better-targeted events and information distribution
  • Get strategic insight into broker productivity and campaign effectiveness
  • Leverage best practices and expertise embedded in an industry-leading tool
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