Pivotal CRM for Financial Services by CDC Software
CDC Software is a hybrid enterprise software provider with a comprehensive set of software solutions built to reflect the business processes and demands of distinct lines of business.
CDC Software's solutions include enterprise resource planning (Ross ERP), manufacturing operations management, enterprise manufacturing intelligence, supply chain management (demand management, order management, and warehouse and transportation management), e-Commerce, global trade management, customer relationship management, complaint management solutions, and other business solutions.
Leveraging a service-oriented architecture (SOA), CDC Software offers multiple delivery options for its solutions, including on-premise, hosted, cloud-based software as a service (SaaS), and blended or hybrid deployment offerings.
CDC Software is headquartered in Atlanta, Georgia (USA), and has more than 2,000 employees in 32 offices worldwide serving more than 6,000 customers spanning 50-plus countries.
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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The vertical segment or industry to which Pivotal CRM for Financial Services applies.
- Associations/Non–Profit
- Banking
- Chemicals
- Consumer Packaged Goods (CPG)
- Electronics/High–Tech
- Engineering and Construction
- Fabricated Metals
- Financial Institutions
- Food and Beverage
- Furniture and Fixtures
- Gaming and Hospitality
- Health Care
- Higher Education
- Industrial and Commercial Products/Machinery
- Insurance
- Lumber/Wood
- Manufacturing
- Medical Devices and Laboratory Equipment
- Oil and Gas
- Paper Products
- Pharmaceutical/Life Science
- Public Sector/Government
- Publishing/Media
- Real Estate
- Rubber/Plastic
- Service Provider
- Steel/Mill Products
- Transportation
- Textiles, Apparel, and Footwear
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Functionality, services, or modules offered by Pivotal CRM for Financial Services.
- Advanced planning and scheduling (APS)
- Analytics
- Business activity monitoring (BAM, real time monitoring of business processes)
- Call center/field service
- Customer service and support
- Discrete manufacturing management
- E–mail manager
- Electronic customer relationship management (ECRM)
- Marketing management
- Middleware/enterprise applications integration (EAI)
- Process manufacturing management
- Product and price configurator
- Sales force automation (SFA)
- Sales order management
- Workflow manager
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The ability Pivotal CRM for Financial Services has to adapt to non-native, national or regional standards(e.g., tax and regulatory compliance). This relates to Pivotal CRM for Financial Services's level of presence and localization capabilities.
- Asia
- Southeast Asia (including the Far East and Japan)
- Australasia
- Europe (east, central, and south)
- Europe (west and north, including the United Kingdom)
- Latin America (Mexico, Central America, and South America)
- North America (Canada and the United States)
- Middle East
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A selection of server platforms supported by Pivotal CRM for Financial Services.
- Microsoft server (such as Windows NT/2003/Vista)
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The user company size (the total number of employees) that Pivotal CRM for Financial Services is suitable for.
- 1 to 50 Employees
- 51 – 200 Employees
- 201 – 500 Employees
- 501 – 1,000 Employees
- 1,001 – 5,000 Employees
- 5,001 – 10,000 Employees
- Over 10,000 Employees
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The number of user company sites that Pivotal CRM for Financial Services is suitable for.
- Single–site enterprise
- 2–10 sites
- 11–20 sites
- 21–40 sites
- 41–100 sites
- Greater than 100 sites
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| Headquarters: |
Two Concourse Parkway, Suite 800
Atlanta, GA
30328
UNITED STATES
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| Contact Phone: |
1 770-351-9600
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| Fax: |
+1 770-351-0036
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| Toll Free: |
NA |
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| Fiscal Year-end: |
December
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| Fiscal Year Revenues (Growth): |
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| Fiscal Year Net Earnings (Growth): |
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| Fiscal Year Product vs. Services: |
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| Fiscal Year Employees: |
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