Customer Snapshot: The 401(k) Company

Provider of employers' defined contribution selects Pivotal CRM to optimize operational efficiency, improve information access and analysis, promote better employee collaboration, and enhance customer service

With more than $21 billion in assets under administration, The 401(k) Company is focused on employers' defined contribution plans. The 401(k) Company provides clients with a full range of services, including recordkeeping, plan consulting and compliance, customized employee communications, and trustee services.

Challenges

  • Improve Customer Service
  • Increase collaboration
  • Increase operational efficiencies

Results

  • Enables firm to create a single view of client information, minimize multiple silos of information, facilitate managerial insight, and improve cross-departmental communication and coordination, while ensuring exceptional customer care
  • Enables users to effectively manage, escalate, and resolve client service requests
  • Allows employees to develop deeper insight into their clients' needs, preferences, and influencers