Pivotal CRM

Suite 600-858 Beatty Street
Vancouver, BC V6B 1C1
Canada

Toll-Free: 1-8777486825
Phone: 604-699-8000
Fax: 604-699-8001

Description:
Pivotal CRM for Financial Services offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the value chain, and improve responsiveness to client demands. With discrete CRM offerings for institutional asset management, mutual fund wholesaling, capital markets, private banking/wealth management, and commercial banking, Pivotal CRM for Financial Services puts critical relationships at the core of organizational strategy in a way that fits the unique business processes of financial services firms.