Pivotal CRM for
Financial Services

Keep system integrity, budget, resources, and sanity intact
with the powerful, flexible CRM custom-tailored for your industry.

Specialization in
Financial Services

Browse the micro-vertical tabs to the right for summaries of features and functionality you can expect when you partner with Tokara's Pivotal CRM consultants for a financial services engagement.

CRM that Builds
Relationship Capital

In the financial services industry, it's all about relationships and creating a sense of trust with clients over the long term. Pivotal CRM enables you to know your clients better than your competition ever could, and equips your advisors with the tools they need to establish repeatable best practices that build relationship capital.

With a long and successful track record of making financial services industry client operations move faster and more smoothly, securing their customer base and positioning them for growth, Pivotal CRM is the undisputed leader in the industry. Pivotal CRM for Financial Services is designed to get you up and running from day one with tailored offerings that include Asset Management, Capital Markets, Private Banking, and Commercial Banking, all led by our Pivotal CRM consultant experts.

Institutional Asset Management

Pivotal CRM for Institutional Asset Management offers industry-specific functionality that enables you to develop deep insight into client needs, preferences, and influencers, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. The solution mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems.

Mutual Fund Wholesaling

Pivotal CRM for Mutual Fund Wholesaling is an industry-specific solution that enables fund wholesalers to develop a deep understanding of broker profitability, strengthen and cultivate broker relationships, and streamline business processes for improved productivity. The solution enables you to increase efficiencies and productivity, leading to greater overall profitability. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems.

Capital Markets

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 relationship. Pivotal CRM for Capital Markets mirrors the business processes and data models 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.

Private Banking

Pivotal CRM for Private Banking & Wealth Management 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. It’s 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.

Commercial Banking

Pivotal CRM for Commercial Banking is an industry-specific solution that enables you to develop deep insight into your clients’ needs and preferences, accompanied by tools that help you automate multi-step processes, track performance, and collaborate better as a team. Our CRM solution mirrors the business processes and data models commonly used by commercial banks like yours. Its flexible platform supports seamless connections to the entire firm, including back-office financial systems. With an industry-tailored system, you are well positioned to delight clients with the personalized service that makes banking with you a natural choice.

Credit Unions

Pivotal CRM for Credit Unions enables you to automate time-consuming activities while implementing a consistent set of processes that increase member acquisition, reduce churn, maximize share of wallet, and help deliver a member experience that is noticeably better and more personalized than competing financial institutions.

Pivotal CRM
for Financial Services

Dashboards designed for private banking and wealth management analyze clients and your activities with them—and they’re just the beginning of this industry-tailored solution.

Pivotal CRM
for Homebuilding

Capabilities tailored to homebuilders and real estate professionals seamlessly manage customers from the initial prospect stage to sales, post-sale services, and future sales.

Pivotal CRM
for Manufacturing

Capture, analyze, and act on enterprise-wide data and insights—increase customer engagement and responsiveness while making smarter, faster, better business decisions.

Pivotal CRM
for SMBs

Custom, cost-effective CRM solutions optimize existing investments while delivering ‘big company’ marketing and service capabilities—within budget and on time.

All the Power of Pivotal UX—
Packaged to Fit in Your Pocket

Fully optimized for mobile users, Pivotal UX brings all the CRM power you rely on directly to your fingertips for true 'anywhere, anytime' access to the data you need. Scroll the images to the right to see for yourself.

Tokara provided a huge level of effort working with my team to help us deliver our upgrade to the business on-time, ahead of their end of year business activities.

C. PiercePrincipal Financial

I strongly recommend Shawn Grant and his team at Tokara Solutions.

Omer SoykanSVP and Director of Investment Banking Technology, Jefferies

Accelerating our clients'
time to business value

We help our customers connect with their customers—harnessing CRM and related 'people-first' technologies to create the irresistible experiences that drive profit and growth.

"Companies in the early stages of digital transformation demonstrate—almost without exception—talent gaps that will need to be filled using appropriately-skilled contingent workers, contractors, or consultants to effectively move them forward ... as they work in parallel to develop talent from within."

—MIT Sloan School of Management, "Moving Digital Transformation Forward"

Unsurpassed
CRM Expertise

At Tokara, our consultants have experience with hundreds of CRM projects across a range of industries, from small businesses to Fortune 500 enterprises. Whatever your CRM project might entail, we're certain we have seasoned professionals to guide you to the results you need.

15

Average Years in
CRM Consulting

467

Number of CRM
Implementations

97.6

Client Service
Rating

18

Average Years
in Tech Consulting

Industry Focus Delivers Results. Pivotal UX CRM for Financial Services

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Tokara's Pivotal CRM Resources & Downloads

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Pivotal CRM Connector for Marketo (Tokara Solutions, Brochure)
Pivotal CRM Upgrade for Leading Pharma Manufacturer Highlights Expertise, Partnership (Tokara Solutions, Testimonial Datasheet)
Innovative Approach to Pivotal CRM Project Speeds Implementation, Reduces Downtime for Leading Pharma Manufacturer (Tokara Solutions, Testimonial Datasheet)
Redefining Partnership in Kantar Retail Pivotal CRM Upgrade (Tokara Solutions, Testimonial Datasheet)
Pivotal CRM Performance Health Check Services (Tokara Solutions, Datasheet)
Pivotal CRM Upgrade Services (Tokara Solutions, Datasheet)
CRM Solutions (Tokara Solutions, Datasheet)
CRM Consulting (Tokara Solutions, Brochure)

You know an asset when you see one.

We deliver ROI for Financial Services clients—ask us for a customer reference.