Retail Banking

Set a new standard with CRM tools built just for you

Today more than ever before, consumers have choice when it comes to managing their finances. Your client might hold a savings account with a local credit union, secure their mortgage with an online financial services organization and see you only for a competitive rate on their recreational vehicle insurance. To maximize your share of their financial services business, you need to learn from every interaction and demonstrate a level of personalized service that makes you the only logical choice for that Visa, car loan or mortgage renewal.

Pivotal CRM for Retail Banking provides the foundation and tools you need to implement processes that maximize opportunities, measure client value and create client experiences that differentiate you from competitors.

Key Features

  • 360 Degree View
  • Company and Contact Profiles
  • Cross-Selling Tools
  • Relationship and Influence Tracking
  • Activity Management and Planning
  • Account Alerts
  • Productivity Tools
  • Workflow Management
  • Power Searches
  • Lead Management
  • Territory Management
  • Opportunity Management
  • Product and Research Management
  • Service Tracking
  • Privacy Compliance and Disclosure
  • Literature and Materials Fulfillment
  • Broker Gifts and Value Tracking
  • Administrative Assistant Portal
  • Handheld CRM
  • Complaint and Feedback Management

Here's what Pivotal CRM for Retail Banking can do for you

Build & Reinforce Customer Confidence

Connect data and systems to create transparent operations that allow internal divisions or units to collaborate, and make customers feel that they are dealing with a single organization.

Capture Information at Every Contact Point

Centralize and streamline customer information to transfer relevant knowledge gathered through one channel and re-use that knowledge in any other channel a customer uses. Account managers can anticipate changes and make appropriate offers, resulting in increased wallet share.

Coordinate the Specialized Activities of Multi-Functional Teams

Coordinate and apply resources where they will be most effective by creating detailed action plans and assigning steps to individual team members. Improve collaboration, achieve efficiencies, pool information and insight, and ensure everyone is on the same page with a central location for sharing account activity and information.

Efficiently Manage 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 providing and revising quotes or process agreements.

Increase Client Retention

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

Allow Customers to Provide Input

Identify areas that need change and allow clients to provide feedback, providing greater opportunities to better service and satisfy customers, strengthen relationships, and increase customer retention.