Customer Success - Calamos Investments

Pivotal CRM Provides a Customized Financial Services Solution for 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.

Calamos Investments

Quick Facts

  • Publicly-owned investment manager.
  • Assets under management of $44.5 billion.

INDUSTRIES

Financial Services

EMPLOYEES

500+

HEADQUARTERS

Naperville, IL

SOLUTIONS 

Pivotal CRM

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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.