Capital Markets

CRM that helps you collaborate to manage deals your way

In your market, relationships mean everything and sharing information across your firm is the key to collaborating and getting deals done. But, collaboration can be a challenge due to the complex network of internal and external parties involved in deals. On the equity sales side, your ability to leverage research and deep client knowledge are the drivers of trading volume.  

Pivotal CRM for Capital Markets is the only complete, comprehensive relationship management system tailored to meet the needs of both sides of your firm. The solution offers industry-specific functionality that enables investment bankers to better manage client opportunities and relationships, while helping sales, trading, and research build and leverage superior client knowledge.

Pivotal CRM for Capital Markets mirrors the business processes and data models commonly used by firms like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, you can accelerate return on investment and lower your total cost of ownership.

Solution Datasheet: Pivotal CRM for Capital Markets

Key Features

  • Client Profiles
  • Relationship/Influence Tracking
  • Expense Tracking
  • Opportunity Management
  • Deal Management
  • Mergers and Acquisitions
  • Working-Group Lists
  • Road-Show Scheduling
  • Call Reporting
  • Research Products
  • Distribution Management
  • Trade Activity Tracking
  • Power Searches Relationship Management

Here’s what Pivotal CRM for Capital Markets can do for you

Understand Influences on Client Deals & Decision-Making

Pivotal CRM for Capital Markets gives authorized users instant, at-a-glance insight into the complex network of stakeholders and relationships—owners, executives, shareholders, boards of directors, consultants, lawyers, and more—involved in a firm, deal, or syndicate.

Maintain Profitable Trade Volume

Pivotal CRM for Capital Markets offers comprehensive information about institutional-client holdings, interests, and trades, allowing sales and trading to identify and target appropriate clients for trades faster and more effectively.

Efficiently Manage Multi-Step Processes

Harness workflow tools that enable you to implement structured processes for completing activities according to managed timelines, enhancing collaboration and ensuring thoroughness and consistency.

Coordinate Complex Deal Teams & Multiple Stakeholders

Enable investment bankers to maintain a comprehensive working-group list and share data on IPOs, M&As, and other deals between members for more effective collaboration.

Distribute Research & Information to the Right Parties

Leverage automatic notification of hot leads and new research according to preferences, enabling sales and trading to distribute information to the right clients more rapidly and easily.

Address Compliance Demands & Ethical Considerations

Easily to record and store all client interaction and related documentation directly within the client profile, creating a valuable audit trail. A built-in "ethical wall" ensures appropriate division between your corporate finance and sales/trading and research teams.