Private Banking/Wealth Management

Smart tools to help you build relationships & grow your book of business

Clients seeking out your private banking services today are more cautious than ever. To win your share of their business, you need to demonstrate a level of personalized service that makes you stand out from competing firms. Pivotal CRM for Private Banking helps you streamline operations, gain greater insight into the cost and value of client service, and deliver an outstanding client experience that cultivates a loyal client base.

Pivotal CRM for Private Banking is an industry-specific solution that helps you develop deeper understanding of your clients' needs, households, preferences, and influencers, accompanied by tools that automate multi-step processes, track performance, and improve collaboration to increase client satisfaction.

Key Features

  • Relationship Tracking
  • Household/Influence Tracking
  • Client Profiles
  • Asset Profiles
  • Aptean SmartPortal
  • Life Events and Account Alerts
  • Call Planning and Call Reporting
  • Power Search
  • Expense Tracking
  • Territory and Team Assignments
  • Microsoft® Outlook Integration
  • Mobile and Wireless Availability
  • Materials and Literature Fulfillment
  • Lead Management
  • Cross-Selling Capabilities
  • Data-Driven Workflows
  • Product Feature Configuration
  • Privacy Compliance
  • Disclosure Tracking
  • Competitive Information
  • Service-Request Management
  • News and Ticker Information
  • Performance and Client Reporting
  • Activity Management
  • Handheld CRM

Here’s what Pivotal CRM for Private Banking can do for you

Increase Client Retention

Deliver more proactive and personalized services, informed by a deep understanding of client preferences and needs. Increase client satisfaction and retention.

Get a True Picture of Client Value & Costs

Track and display full client assets and wallet share, plus detailed influence and household information. Get a comprehensive picture of direct client value and indirect potential influence while tracking associated costs.

Efficiently Manage Your Book of Business

Work more effectively by centralizing activities around a one-stop, fully personalized dashboard that can be set up to show pending activities, account status, top contact information, value rankings, third-party data feeds, and more, increasing your organization and productivity.

Leverage Cross-Selling & Up-Selling Opportunities

Get a 360-degree view of client accounts, giving you better insight into potential up-selling and cross-selling opportunities. Automatic cross-selling prompts ensure opportunities are consistently pursued, while information about competing products helps you sell more strategically.

Accelerate Multi-Step Processes

Eliminate repetitive daily tasks 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.