Pivotal CRM for
Financial Services Industry Specialization
Browse the micro-vertical tabs below for summaries of features and functionality you can expect when you partner with Tokara Solutions Pivotal CRM consultant experts for a Pivotal CRM financial services engagement.
Building Relationship Capital
In the financial services industry, it’s all about relationships and creating a sense of trust with clients over the long term. Pivotal CRM enables you to know your clients better than your competition ever could, and equips your advisors with the tools they need to establish repeatable best practices that build relationship capital.
With a long and successful track record of making financial services industry client operations move faster and more smoothly, securing their customer base and positioning them for growth, Pivotal CRM is the undisputed leader in the industry. Pivotal CRM for Financial Services is designed to get you up and running from day one with tailored offerings that include Asset Management, Capital Markets, Private Banking, and Commercial Banking, all led by our Pivotal CRM consultant experts.
And starting from those industry-specific solutions, you can move on to tweak this powerhouse software to fit your unique business like a glove. Pivotal CRM for Financial Services positions you to leverage your competitive advantage and build relationship capital, taking your financial services business to the next level.