Pivotal CRM On Demand for Institutional Asset Management: Overview 

CDC Software is a leader in CRM solutions for the institutional asset management (IAM) industry, with over 15 years of extensive experience working with IAM firms. Our CRM solutions have been deployed in 14 of the world's top 30 asset management firms. Customers such as Legg Mason, UBS, and AIG have chosen our solutions to meet their need for a robust yet highly customizable industry-specific CRM solution.

Pivotal CRM On Demand for Institutional Asset Management offers rich industry-specific functionality and is designed with the complexities and needs of investment management businesses in mind. A robust out-of-the-box on-demand solution, Pivotal CRM On Demand for IAM streamlines and automates workflows from initial RFP through customer service and long-term relationship management. The solution integrates with back-end financial systems to provide a holistic view of plan sponsors, consultants, and funds and is built to conform to the industry's security and regulatory compliance needs.

"The flexibility afforded by Pivotal CRM is exactly what we need in a diverse organization like ours. We need a solution that supports our unique requirements as an asset management firm and helps us create noticeable differentiation from our competitors. We also want to take advantage of the low-overhead and low-cost benefits of an SaaS CRM solution, while maintaining critical and competitively sensitive information and related functions internally, on-premise. Pivotal CRM On Demand very effectively delivers a broad, feature-rich platform to our user community that supports our complex needs in an economically compelling solution set."
 
- Lance Hoffman, Senior VP of Information Services of TCW Group

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Highly Customizable and Robust Out-of-the-Box On-Demand Solution

  • Get Industry-Specific Functionality Right "Out of the Box": Leverage Pivotal CRM On Demand for IAM's industry-specific features and understanding of complex relationships to rapidly streamline IAM workflows, automate long sales cycles, improve the quality of customer care, and increase client retention.
  • Stay Connected: Work any time, anywhere—whether connected or disconnected—by taking advantage of our zero-footprint thin client and rich smart client, in addition to mobile access from handheld devices.
  • Reduce IT costs: Decrease the cost to deploy, maintain, and upgrade your CRM solution by taking advantage of this web-based on-demand solution. Organizations with multiple deployments can consolidate separate deployments and enjoy additional cost savings enabled by our multi-tenant architecture.
  • Model Your Unique Processes: Easily adapt the system to fit your unique workflows without recoding the data models, business rules, data views, or reports.
  • Unify Your Systems: Quickly and easily integrate with front-office and back-end systems and websites. We offer a variety of integration tools, including APIs and Web Services, to integrate with your financial systems such as MMD and e-mail systems, whether you use Microsoft Outlook or Lotus Notes.
  • Deploy Worldwide Rapidly: Take advantage of the solution's web-based environment and hosted services to quickly deploy consistent industry-specific CRM to locations around the globe.