The Ziegler Companies Selects Pivotal CRM for Financial Services

Provider of financial services chooses Pivotal to support investment banking, wealth management and asset management business units


Provider of financial services chooses Pivotal to support investment banking, wealth management and asset management business units

Atlanta — June 19, 2006 — Pivotal Corp., a customer relationship management (CRM) solution provider, announced that The Ziegler Companies Inc., a Wisconsin-based boutique investment banking and investment services firm, has selected Pivotal Private Banking, Pivotal Capital Markets and Pivotal Asset Management to enhance interdepartmental collaboration; promote cross and up-selling; and support first-rate service across its investment banking, wealth management and asset management business units.

With a guiding vision for becoming the primary provider of financial services in its chosen markets, Ziegler focused on the need to provide its business units with a single system for managing all interactions with clients. To achieve these goals, the firm required a flexible, secure product that worked just as well on a laptop in the field as it did in the office.

After a review of various systems, Ziegler selected Pivotal for its ease of use and tailored functionality for investment banking, wealth management and asset management.

Our services are designed for those clients who want guidance from skilled financial professionals empowered to understand and respond to specific, individual client needs, said Mike Talbot, senior vice president, project officer, The Ziegler Companies Inc. Pivotal is helping us deliver on that promise by providing us with the tools we need to personalize every interaction with a client — across all of our departments.

Pivotal's CRM provides the company's investment banking, wealth management and asset management employees secure, role-specific access to appropriate client information — giving them flexibility to work with experts in other departments to manage client relationships from within a single, intuitive interface.

With Pivotal's flexible relationship model, Ziegler said it is better positioned to understand how a client's interactions with different departments and other firm clients present opportunities for cross selling and up-selling — maximizing the firm's share of wallet.

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