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Customer Success

Developed in close collaboration with customers and partners, Pivotal CRM solutions for financial services are uniquely tailored to industry-specific best practices. Pivotal has helped numerous companies deploy optimal CRM processes, helping them realize tangible and quantifiable results that improve operational effectiveness and customer loyalty.

Featured Customers

• CDC Software Launches Newly-Designed CRM Platform Based on Microsoft.NET Technology
• CDC Softwares Customer Leadership Survey Finds Globalization as Key Issue for Financial Services Firms
• CDC Software's Pivotal CRM Helps Evangelical Christian Credit Union Improve Collaboration and Increase Client Acquisition and Retention
• CDC Software Hosts North American User Conference with Record Attendance and Enthusiastic Customer Feedback
• CDC Software's Pivotal CRM Receives Prestigious Industry Award for 12th Consecutive Year
• CDC Software's Pivotal CRM for Financial Services Solution Selected by Leading Asian Systems Integrator
• Leading Swedish Investment Bank Selects CDC Software's Pivotal CRM for Financial Services Solution
• CDC Software's Vertical CRM Solutions Gain Momentum in Financial Services Industries
• Farm Bureau Insurance of Michigan Selects CDC Software's Pivotal CRM Applications
• Omnium Finance opte pour la solution Pivotal CRM
• The 401(k) Company Selects CDC Software's Pivotal CRM
• Calamos Investments Selects CDC Software's Pivotal CRM Application
• Davidson Companies Selects CDC Software's Pivotal CRM
• CDC Software's Pivotal CRM Recognized by SecuritiesTech 50
• Mellon Asset Management Measures Significant Benefits During First Six Months with Pivotal CRM from CDC Software
• The Ziegler Companies Selects Pivotal CRM for Financial Services
• CDC Software's Pivotal CRM Selected by Asset Manager
• Vantage Credit Union Selects Pivotal Financial Services
• Pivotal Announces Winners of CRM Innovator Awards
• Morgan Keegan Selects Pivotal Financial Services for Private Client Group and Equity Capital Markets
• Pivotal Customer Adapts Pivotal CRM to Protect Members Against Identity Fraud

More Customer Successes

• AGPM
• Allianz Dresdner Asset Management (UK) Ltd
• Allied Capital
• Ameritas Direct
• Assurance générale de prévoyance militaire (AGPM)
• Banque Chabrières
• Banque Martin Maurel
• Banque Privée Fedeuram Wargny
• Barclays
• Calamos Investments
• Capital Santé Conseil
• Credit Foncier
• Davidson Companies
• Egg
• Evangelical Christian Credit Union
• Farm Credit Services of America
• Federal Home Loan Bank of Atlanta
• Financo
• Informatique Caisse des Dépôts & Consignations
• Julius Baer Investment Management LLC
• Kredietbank Luxembourg, KBL
• Morgan Keegan & Company
• Natixis Asset Management S.A.
• Natixis S.A.
• North Shore Credit Union
• Omnium Finances
• Pacific Life
• Sodexho Chèques & Cartes de Services
• Superpartners
• The 401(k) Company
• The Bankers Bank
• The Öhman Group
• The Ziegler Companies, Inc.
• Vantage Credit Union
• Vialis
• VISA International Asia Pacific
• Wizard Financial Services