CRM for Financial and Insurance Markets Software Listing

This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

Pivotal CRM for Financial Services

by CDC Software

Pivotal CRM for the financial services industry offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the value chain, and improve responsiveness to client demands. Pivotal CRM includes discrete customer relationship management (CRM) offerings for   institutional asset management wholesale asset management (mutual fund wholesaling) capital markets private banking/wealth management commercial banking   The software helps put critical relationships at the core of organizational strategy in a way that fits the unique business processes of financial services firms.   For more information, visit the company’s web site   http://www.cdcsoftware.com/en/default.aspx   or the product homepage  http://www.cdcsoftware.com/en/PivotalCRM.aspx

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