Pivotal CRM for Wealth Management/Private Banking
Available from Pivotal CRM
Clients seeking out your private banking services today are more cautious than ever. To win your share of their business, you need to demonstrate a level of personalized service that makes you stand out from competing firms.CDC Pivotal CRM for Private Banking helps you streamline operations, gain greater insight into the cost and value of client service, and deliver an outstanding client experience that cultivates a loyal client base.
Pivotal CRM for Private Banking is an industry-specific solution that helps you develop deeper understanding of your clients' needs, households, preferences, and influencers, accompanied by tools that automate multi-step processes, track performance, and improve collaboration to increase client satisfaction.