Pivotal Handheld for Capital Markets


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Pivotal Handheld for Capital Markets puts market and contact intelligence into the hands of investment bankers and sales, trading, and research personnel, where and when they need it. Users can access and update information in Pivotal CRM, regardless of the availability of an Internet connection. Investment bankers can quickly look up contact profiles and deal status before they walk into a meeting—or while in the meeting. Research analysts, who spend much of their time on the road, can access and capture critical information in meetings with their institutional clients.

Improve Trade Volumes and Deal Collaboration with Pivotal Handheld

Pivotal Handheld for Capital Markets is a BlackBerry®-resident application that provides continuous rapid access to key information, regardless of wireless network access, bandwidth, or quality of connection.

Enables institutional brokers to:

  • Immediately access research and provide targeted distribution
  • Immediately access complete institutional client profiles, including institutional-client holdings, interests, and trades, allowing sales and trading to identify and target appropriate clients for trades faster and more effectively
  • Receive automatic notification of new research according to preferences, enabling distribution of information to the right clients rapidly and easily
  • Quickly generate trade ideas and understand how each client is affected by new research and changes in market conditions
  • Immediately produce a client list by current holdings, activities, and interests
  • Instantly access and update action plans, automating the sales process and triggering next steps
  • Give traveling analysts access to the Pivotal CRM system, ensuring that information uncovered on the road is captured in the system and can be pushed out to trading more quickly

Enables investment bankers to:

  • Access complete deal management information on the road, including information specific to equity finance, M&A, private placement, and fixed-income deals
  • Complete transactions according to managed timelines by enhancing team collaboration
  • Maintain a comprehensive working-group list and share data on IPOs, M&As, and other deals between members for more effective collaboration
  • Capture and access key information such as expected date of transaction, amount, senior banker and team members, probability of success, and competition
  • Track deals and maintain detailed record of pricing, number of shares issued, buyers of the stock (exempt list), retail participation on distribution, and syndicate members
  • Helps manage M&A deal process from pitch to buyer list to close of deal, as well as other specific workflows for other deal types

Pivotal Handheld maximizes productivity and effectiveness by providing mobile relationship managers with access to the information they need, whenever and wherever they need it. Client accounts can be updated at any time, allowing mobile users to take advantage of breaks between client meetings to update data while the details are still fresh, instead of having to spend extra time at the end of their day or trip.