The Pivotal CRM solution is allowing Mellon Asset Management to consolidate its CRM infrastructure, software and support across its 12 asset management subsidiaries including Standish Mellon Asset Management, Franklin Portfolio Associates and The Boston Company Asset Management. The subsidiaries will be able to manage customers’ investments more profitably, provide enhanced levels of service and enable the organisations to make more informed business decisions.

Stephen Johns, head of eBusiness, Mellon Asset Management, commented: "It was important that our chosen CRM application would support our business and add value in meeting the needs of our asset management groups. We needed a system which would allow us to manage individual clients on an everyday level and also provide a single view of sales opportunities across the entire business."

He added: "Pivotal has been instrumental in leading such a successful project. Both teams have worked closely to coordinate the first phase of rollout across our sites. It was extremely important to capture the economies of scale in joining up the subsidiaries and consolidating areas such as infrastructure and software in line with compliance regulations."

Jason Rushforth, vice president, Financial Services CDC Software commented: "We are absolutely delighted to be working with Mellon Asset Management to provide an integrated CRM solution across its subsidiaries. It is a significant project that reaffirms our focus and unique expertise in the financial services sector. We have worked hard to understand Mellon’s business objectives and we demonstrated our ability to deliver with numerous examples of similar financial services companies that are successfully using Pivotal CRM to address their key requirements. Through our knowledge and expertise in financial services, we’ve provided Mellon with a safe and speedy return on its investment."

Implemented in February 2006, the Pivotal CRM system is currently being used by more than 250 people. As a result of the success thus far, Mellon is in discussions regarding a further rollout to its global sales, marketing groups and investment subsidiaries later this year. Mellon is also planning expansion to include Mellon Global Investments, the international distribution subsidiary of Mellon Financial Corporation.

In addition to the expanded deployments within Mellon, the company is also planning to introduce new additional Pivotal modules and standard functionality to address broader business requirements. These plans include integration with Blackberry devices using Pivotal Handheld module and the addition of Pivotal MarketFirst, a powerful eMarketing tool that will enable Mellon to streamline the planning, execution, measurement and optimisation of its marketing programs.