Öhman chose Pivotal CRM for its functionality specifically designed for the financial services-industries and because its former solution failed to address key requirements that included: maximizing benefits from its sales and marketing campaigns, increasing service levels and providing a complete view of client information. Using Pivotal CRM, Öhman employees now will be able to develop deeper insight into their clients' needs, preferences, and influencers, and will have access to tools that will help them improve team collaboration and client service, as well as track performance.

"Previously at Öhman, information was stored in a variety of databases and systems resulting in different departments being unable to easily access or collaborate on client information," said Pontus Barrné, CFO, The Öhman Group. "Since the cornerstone of our business is exceptional customer service, the need for a centralized solution was an important factor in choosing Pivotal CRM. With Pivotal CRM, we anticipate having a holistic view of all relationships and their mutual influence which will enable us to offer customized products and information when they are needed."

"Successful firms, such as The Ohman Group, need to differentiate themselves actively from their competitors," said Jason Rushforth, global vice president of Financial Services, Pivotal CRM. "This is done through strategic management of customer relations that includes establishing long-term client relationships and offering differentiated products and services. With Pivotal CRM, aggressive and successful financial institutions, like The Ohman Group, can easily manage this type of strategic client relationship information so they can differentiate their offerings and build client loyalty in today's very competitive market."