Customer Snapshot: The Öhman Group

Leading Swedish investment bank selects CDC Software's Pivotal CRM for Financial Services solution.

The Öhman Group is an investment bank that has been a part of the Swedish financial market since 1906 and a member of the Stockholm Stock Exchange since 1911. It offers a broad cross-section of high-quality financial services including securities trading and asset management.

Öhman chose Pivotal CRM for its functionality specifically designed for the financial services-industries and because its former solution failed to address key requirements.

Challenges

  • Maximizing benefits from sales and marketing campaigns
  • Increasing client service levels
  • Providing a complete view of client information
  • Difficulty collaborating
  • Client data stored in disparate systems and databases

Results

Using Pivotal CRM, employees will now be able to

  • Develop deeper insight into clients' needs, preferences, and influencers
  • Improve cross-departmental communication and coordination
  • Track performance
  • Improve client service
  • Obtain a holistic view of all relationships and their mutual influence, which will enable the firm to offer customized products and information