Calamos Investments

Pivotal CRM provides a customized financial services solution for Calamos Investments.

Calamos Investments is a diversified global investment manager with a proven record of delivering top-tier results across a range of strategies. The organization chose Pivotal CRM for its flexibility and solutions tailored for the financial services industry.

“I knew that with Pivotal CRM, we were going to be able to be customized and flexible, and that they were going to continue to bring the financial services products forward and enhance them in the future.”

Carolyn Stuart, Vice President of IT and Head of Business Analysis

Challenge

After Siebel purchased and eliminated Janna, Calamos Investments’ former CRM system, Calamos sought a CRM solution that could be quickly implemented with minimal customization — on time and on budget — while also offering long-term flexibility.

Solution

Calamos Investments selected Pivotal CRM for Financial Services based on its technology fit, vendor stability, close alignment to the business, and customizability.

Result

Pivotal CRM offers a 360-degree view of the client, which has led to more knowledgeable interactions and helped uncover new opportunities. The solution increased collaboration between departments by allowing cross-functional account servicing, and has optimized efficiency and customer service.

Topline Results

Complete view of each clients’ business with the firm.
Quickly delivered features required by business users.
Visibility from advisor level to executive management for improved decision making.