Pivotal CRM On Demand for Institutional Asset Management

With growing competition from alternative investments, evolving regulatory demands, and rising client expectations, institutional asset managers face a variety of challenges in an already complex business. To meet these demands, institutional asset management firms must effectively foster the relationships that form the bedrock of their business—relationships with consultants, influencers, custodians, prospects, and existing clients.

Pivotal CRM On Demand for Institutional Asset Management is the only on-demand solution that offers in-depth industry-specific functionality based on 15 years of CRM experience in the institutional asset management industry. It enables institutional asset managers to develop deep insight into their clients' needs, preferences, and influencers, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better as a team—all via easy-to-use on-demand web access.

Pivotal CRM On Demand for Institutional Asset Management mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, institutional asset management firms can accelerate the return on their investment and lower their total cost of ownership.

Complete On-Demand CRM Tailored to Institutional Asset Management

  • 360-Degree Client Profiles
  • Relationship/Influence Tracking
  • Performance and Client Reporting
  • Productivity Tools
  • Workflow Management
  • Activity Management
  • Integration with Nelson/MMD
  • Consultant Management
  • Proposal Tracking
  • RFP Process Management
  • Opportunity Management
  • Sales Forecasting
  • Compliance Assistance
  • Advanced Reporting

Accelerate RFP and Opportunity Management Processes

Pivotal CRM On Demand for Institutional Asset Management provides end-to-end opportunity and RFP management, automating the entire process from RFP through close of business and client services. It offers complete opportunity management, with MMD integration for lead generation, sponsor and consultant forecasting, call planning, client profiling, and business-at-risk management.

Create a Holistic Client View

Leverage a single, unified, 360-degree view of institutional clients to create a rich resource that all relevant personnel can draw upon to deliver proactive advice and create better-targeted products and proposals that are more responsive to client needs. Pivotal CRM On Demand for Institutional Asset Management helps firms focus their efforts on lucrative opportunities, sponsors, and consultants by providing advanced reporting and business data analysis such as roll-ups of opportunities by consultant or sponsor.

Increase Client Retention

Pivotal CRM On Demand for Institutional Asset Management empowers firms to get proactive with their contract renewals, ensuring regular, personalized interaction through the life of the contract and taking preparatory steps to ensure renewals well in advance of contract expiration.

Understand Influences on Institutional Account Decision-Making

Pivotal CRM On Demand for Institutional Asset Management enables firms to track account influencers and identify the consultants that are most profitable to the firm. It also enables firms to track all investment transactions associated with consultants, helping you approach client activity more strategically by leveraging key relationships.

Improve Customer Service with Workflow Automation

Pivotal CRM On Demand for Institutional Asset Management allows firms to better manage client interaction by automating workflow processes. Along with e-mail integration, call plans and follow-ups automatically populate team members' Outlook calendars, ensuring service excellence and better relationship management. Pivotal CRM On Demand for Institutional Asset Management saves firms hours of repetitive work every day with built-in workflows that increase efficiency. Data-driven workflows can coordinate and accelerate the numerous steps and stakeholders involved in critical processes such as account setup and the RFP response.

Track Client Information, Interaction, and Communications for Regulatory Compliance

Pivotal CRM On Demand for Institutional Asset Management lets firms automate the capture of information needed for regulatory compliance and document processes and communications in a central repository for easy reference, retrieval, and reporting.

Enhance Collaboration of Multi-functional Teams

Pivotal CRM On Demand for Institutional Asset Management helps firms effectively coordinate and apply resources where they will be most effective by enabling the creation of detailed action plans with steps assigned to individual team members. With all team members referring and contributing to the same account information and activity in a single, central location, collaboration is improved, efficiencies are achieved, information and insight are pooled, and every team member is always on the same page.