Pivotal CRM Blog

Today I present a special, exclusive material for Pivotal CRM Blog’s readers! Roadmap for Pivotal CRM Financial Services vertical solution is already known. Below, you can read about the nearest future of this product.

Pivotal CRM for Financial Services is branch solution for financial sector, which is an extension of standard Pivotal CRM platform applications. The solution is dedicated for enterprises from following markets:

• Commercial Banking
• Private Banking / Wealth Management
• Asset Management 
  •  Institutional Asset Management 
  • Mutual Fund Wholesaling
• Capital Markets
  • Investment Banking
  • Institutional Brokerage

Previous versions
Pivotal CRM for Financial Services is available on the market since 2002, when the first version of application, called Financial Services 2.0 has been released. In the year 2003, 3.0 version was released, and since 2006 version 4.0 and 4.1 have been available. Next planned version of Financial Services is 5.9 version, prognosticated for June, 2007.

Financial Sevices 5.9
Aims for Financial Services 5.9 version are mostly:

• Improving the presentation of relationships between Pivotal CRM system’s objects
• Data presentation in aggregated form, with ability of deep drilling of them
• Providing reports specific for financial sector
• Rebuilding M&A logic, so that Investment Banking enterprises could match up right customers to proper sellers
• Improving opportunity management for Institutional Asset Managers by introducing RFP service
• Integration of the solution with Pivotal HandHeld and MS Outlook
• Improving user’s interface ergonomics
• Implementation of full .NET service

Financial Services 5.9 solution will be available on Pivotal CRM 5.9 platform.

Capital IQ
The next step in developing of the solution is a project called “Capital IQ”, planned between third and fourth quarter of 2007. The Capital IQ project is a development of functionality for Investment Banking markets and providing integrated data from Capital IQ company. Within the framework of this integration, CDC Software plans include in Financial Services actual profiles of public and private enterprises from all around the world, consisting e.g.: data on directors, managers, financials, investments, transactions of these enterprises. Thanks to that, Pivotal CRM Financial Services will become actual and still updated database one of recognized in the market industrial intelligence!

Financial Services 5.10
For a beginning of 2008, there is scheduled a release of Financial Services 5.10, extending the product of the functionalities for enterprises from Institutional Brokerage market. The addition of following functionalities is planned:

• Research Distribution
• Conference Management
• Marketing Days
• Ticket Allocation
• Call Request Workflow
• Client Portal  

For today, the details of above mentioned functionalities aren’t known.

First quarter of 2008 will bring us also an extension called “S&P MMD” which is going to add new functionalities for Institutional Asset Managers market.

Financial Services 6.0
And finally, the end of 2008 means a scheduled premiere of Pivotal CRM for Financial Services 6.0 for Pivotal CRM Sedna platform. It will be based on the experience from the previous versions, and it will constitute a brand new application, using new functionalities of Sedna platform.  Combination of functionalities developed in version 5.9 with brand new user’s environment can bring fantastic effects and consequently a very attractive product of CRM class for financial sector.