Customer Snapshot: Morgan Keegan & Company

Leading regional investment firm chooses Pivotal to drive new business, enhance service for existing clients and promote inter-departmental collaboration

Founded in 1969 in Memphis, Tenn., Morgan Keegan is the investment banking, securities brokerage, trust and asset management arm of Regions Financial Corporation (NYSE:RF). Morgan Keegan serves the diverse financial needs of individual investors and corporate and institutional clients throughout the United States and abroad. Morgan Keegan has over 250 offices in 18 states, over 3,000 employees and more than $530 million in equity capital.

Challenges

  • Build long-term customer relationships
  • Generate Demand
  • Improve Customer Service
  • Increase collaboration

Results

  • Equity sales and trading divisions are able to generate trade ideas and understand how each of their clients is affected by new research and changes in market conditions; research analysts can use best-in-class mobile features to capture information while on the road and relay it to trading more quickly
  • Financial advisors can deliver personalized, responsive service and better understand clients' needs
  • Financial advisors can more easily collaborate with experts in other departments and manage client relationships from within a single, intuitive interface