Dresdner signs CRM contract with Pivotal

Dresdner signs CRM contract with Pivotal

Dresdner RCM has signed a £450,000 contract for the delivery of key components of the Pivotal customer relationship management (CRM) solution.

The deal is part of an initiative by the company to offer a multi-channel based model to its customers, which include both private and institutional investors and their advisers.

Dresdner RCM's 300 investment staff manage assets in excess of £54.2bn from a network of offices in Frankfurt, San Francisco, Hong Kong, London, New York, Paris, Sydney, Taipei and Tokyo.

The Pivotal CRM implementation is part of the continued roll-out of a larger e- business strategy for the company, based around straight-through processing and multi-channel customer knowledge management.

Giles Hardy at Dresdner RCM, comments: “Until now, our teams have relied on in-house systems in order to manage customer relationships. Whilst this method has proved successful for a number of years, we decided to implement the Pivotal solution in order to streamline the process and offer better speed, safety and referenceability for all of our customer and knowledge management.”

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