Pivotal CRM for Institutional Asset Management provides a CRM solution tailored for institutional asset managers to improve client relationships, increase efficiency and productivity, and gain strategic insights. It offers features for collaboration, automated workflows, a unified client view, and analytics to help asset managers deliver superior service, retain clients, and grow assets under management. The CRM can be customized and also draws on industry best practices to fit the unique needs of asset management firms.
Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
Visualize your data everywhere! With InfoPlanIT's Visual Analyzer state of the art Business Intelligence Application Suite, you can get control of your companies data, and put reporting, analysis, monitoring (of metrics and KPI's) into the hands of many of your employees!
Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.
Visualize your data everywhere! With InfoPlanIT's Visual Analyzer state of the art Business Intelligence Application Suite, you can get control of your companies data, and put reporting, analysis, monitoring (of metrics and KPI's) into the hands of many of your employees!
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
A new and innovative marketing and business development solution for corporate finance firms and other professional services organizations, xRM4Finance offers the most complete set of solutions for business development, marketing and client care
Mobile CRM: a New Perspective Mobile sales teams are usually composed of a firm’s most valuable salespeople: the ones who close the most deals and are the most direct generators of new revenue.
PivotalCRM - CRM for financial servicesPivotal CRM
CRM That Fits Your Business With increasing commoditization across the industry, financial services firms are struggling to attract new clients and retain existing ones without placing constant downward pressure on revenue margins.
With the right CRM comes the opportunity for Along the way, IT managers need an integratedcompanies to really get to know their customers, set of technologies—from websites to databasestheir needs, preferences and their buying and data mining tools—to make it work.patterns.
This presentation has been prepared to showcase the functional requirements of accounting CRM 2011, in order to help guide decisions about which features, functions and information will be of greatest value in a particular implementation.
A new and innovative marketing and business development solution for corporate finance firms and other professional services organizations, xRM4Finance offers the most complete set of solutions for business development, marketing and client care
Mobile CRM: a New Perspective Mobile sales teams are usually composed of a firm’s most valuable salespeople: the ones who close the most deals and are the most direct generators of new revenue.
PivotalCRM - CRM for financial servicesPivotal CRM
CRM That Fits Your Business With increasing commoditization across the industry, financial services firms are struggling to attract new clients and retain existing ones without placing constant downward pressure on revenue margins.
Pivotal CRM for Mutual Fund Wholesaling helps fund wholesalers meet the challenges of today’s marketplace. A complete client relationship management (CRM) solution, Pivotal CRM helps fund wholesalers increase productivity and decrease operational costs, enabling them to drive more products to market, proactively expand sales, and outperform the competition. At the heart of this solution is a toolset to help build superior relationships with broker-dealers and identify the profitable alliances that merit further cultivation.
Pivotal Upgrade Services brings together the tools, methodologies, and expertise necessary for a predictable, low-risk upgrade that protects your customization investment
Exploring the Comprehensive Features of Dynamics 365 Business CentralBusiness Experts Gulf
A single source of truth for all of your company's data will be established thanks to Dynamics 365 Business Central. This implies that your data is kept in a safe, central location that is regularly updated with the most recent information. By using this, the entire organization is able to make choices and produce financial reports using the same data.
Website - https://www.bemea.com/microsoft-dynamic-365-business-central/
Pivotal CRM Whitpapers - CRM for Asset Managers Pivotal CRM
"Client relationship management (CRM) software is the key technology enabler
for asset managers who want to take a strategic approach to coordinated,
profitable business relationships. It offers a compelling opportunity for
asset managers to improve operational efficiencies, build a loyal client base,
capitalize on opportunities to grow assets under management, and gain a
competitive edge."
In August 2001, Micro Focus needed to build a new independent business applications infrastructure. Whilst the company assessed the benefits of a number of CRM vendors’ technologies, the decision to build the new infrastructure on the Pivotal CRM platform was heavily driven.
Pivotal CRM for Financial Services offers comprehensive, integrated, industry-specific capabilities that increase insight into operational performance, streamline processes across the firm, and improve responsiveness to client demands
NetSuite CRM+ delivers powerful customer relationship management (CRM) capabilities, including
sales force automation (SFA), marketing automation, customer support and service, and flexible
customization, all in single cloud CRM solution. And unlike typical CRM solutions, NetSuite CRM+
includes powerful sales performance management, order management, partner management and
marketing effectiveness capabilities as standard
CRMNEXT's corporate banking simplifies on-boarding with digital capabilities by quick, easy, seamless and painless on-boarding. It helps in greater account opening satisfaction with streamlined cross channel approach.
Pivotal CRM for Home Building and Real Estate is a clear choice for single- and multi-family home builders and other real estate industry firms looking to increase operational efficiency, gain competitive advantage, and meet the challenges of a market slowdown.
CRM Best Practices For Optimal Success In 2024.pdfCiente
CRM in 2024 is much more than just managing contacts. Read along to know how it is impacting businesses today and how to best implement it to achieve great success.
Pivotal Mobile Customer Relationship Management (CRM) applications provide a range of solutions that ensure a sale is never delayed because of limited access to critical data.
The Pivotal CRM team at CDC Software is a leading provider of customer relationship management (CRM) software applications. Pivotal CRM is the only CRM solution offering rich functionality, a full application suite, and best-in-class customization capabilities, all with a low total cost of ownership
The Pivotal Service suite has been designed to drive improvements in customer service while reducing operating and maintenance costs throughout the customer lifecycle — while improving the quality of customer interactions.
Wird ein Social CRM Tool mit dem Anspruch implementiert, die ohnehin nur mäßig funktionierende CRM Installation zu verbessern, führt dies so gut wie sicher zu einer Enttäuschung. Die besten Projektergebnisse erzielt ein Social CRM als natürliche Erweiterung der bisherigen CRM-Tools und-Strategien
Implementing lead management best practices through marketing automation reduces the cost of marketing, fills the sales pipeline faster with better quality leads, and grows revenue
Pivotal SyndMail is a complete e-mail marketing solution that lets you segment your audience, send electronic communications, and analyze the success of your campaign.
Explains how businesses can use CRM to foster and implement customer-centric innovation, enhancing the customer experience and creating internal efficiencies to establish a clear competitive edge.
Explains the practical CRM tools that can help to introduce repeatable, proven process to your sales team. So you can help them figure out what works best.
Explains the real, practical advantages healthcare payer organizations can experience by using CRM technology to streamline and minimize paper-based processes.
From Complexity and Frustration to Simplicity and Effectiveness it is the most viable foundation for discovering new opportunities that build momentum and inspire growth.
How financial services companies are using customer relationship management to converge people, processes, and products more effectively to earn the position of valued partner, and embark on true relationship banking — with the end result of growing business momentum
The executive Guide to CRM architechturePivotal CRM
Explains the importance of flexible software architecture, and how the right CRM solution can support and even advance an organization’s ability to evolve in lock-step with changes as they occur—enabling them to attain and maintain a competitive advantage.
Implementing lead management best practices through marketing automation reduces the cost of marketing, fills the sales pipeline faster with better quality leads, and grows revenue
The crm journey from productivity to profitPivotal CRM
How companies across a vast selection of industries are using customer relationship management to converge people, processes, and products more efficiently.
Addressing the contact center opportunity, discuss five important contact center trends, and explain how companies can embrace these trends to create a smart strategy that can improve the top and bottom line.
With the right CRM solution, information workers can increase productivity, improve customer service, and boost collaboration, while the business simplifies complex processes, increases sales, and reduces costs.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Monitoring Java Application Security with JDK Tools and JFR Events
Institutional asset management
1. Pivotal® CRM for
Institutional Asset Management
Build “relationship capital” with better service, collaboration, and
client insight
Pivotal® CRM for Institutional Asset Institutional asset managers need to become more customer-centric to
Management offers the flexibility to meet
the complex data requirements of diverse
differentiate themselves in the market and retain current clients. When
investment management users. institutional account contracts come up for renewal, client satisfaction
• Improve efficiency and productivity
plays a critical role in their decision-making. To deliver the level of
with automated processes and better service necessary to develop client loyalty, you need to align your
collaboration organization to cultivate—and maintain—strong client relationships.
• Enhance your competitive advantage
Pivotal CRM for Institutional Asset Management is designed to help employees within institutional
with more effective resource allocation
asset management firms (IAMs) collaborate across departments to provide consistent, exceptional
• Accelerate revenue growth through service to their clients—and grow assets under management. A complete customer relationship
deeper, more profitable client relationships management (CRM) solution, Pivotal CRM enables IAMs to increase productivity and decrease
operational costs by dramatically improving efficiency. At the heart of this solution is a toolset to
• Deliver superior service with a unified view
help build superior client relationships that promote loyalty and increase client retention.
of the client
• Get strategic insight into client influencers Pivotal CRM for Institutional Asset Management offers the rich feature set commonly used by
and relationships institutional asset managers, combined with the flexibility to fit to individual firms’ unique processes
and environments. Pivotal CRM enables IAMs to fully integrate sales, marketing, and service
• Leverage best practices and expertise functions for increased efficiency and effectiveness, providing a complete view of the client so
embedded in an industry-leading tool users from all areas of the company can personalize their client interactions. Pivotal CRM saves
• Empower mobile personnel with access to time and increases productivity by automating and facilitating workflows for important multi-
key information and processes wherever and stakeholder processes such as opening new accounts and responding to RFPs. It also provides
whenever required visibility into complex networks of affiliation and influence, allowing IAMs to more successfully track
consultant activity and identify new opportunities.
To learn more about Pivotal CRM for
Institutional Asset Management and how Pivotal CRM reflects a deep understanding of institutional asset managers’ needs: we provide 75%
it can address your unique needs, call of the functionality typically needed by IAMs right “out of the box.” But we also understand that every
+1 877-PIVOTAL (+1 877-748-6825). business is unique: companies can take full advantage of Pivotal CRM’s flexibility to complete their
CRM solution with customized applications that adapt to the way their organization does business,
giving them a competitive edge. This combination of industry-tailored and custom components,
along with the inherent flexibility of Pivotal CRM, leads to a lower total cost of ownership.
Leverage Consolidated Information to Deliver Superior Service
Give your users the right information at the right time, and watch their effectiveness soar. Pivotal
CRM for Institutional Asset Management gives you a single, unified 360-degree view of your
institutional clients. All of your users—whether they’re in sales, client service, marketing, or
portfolio management—get instant access to all appropriate client account information and
interactions, enabling them to provide informed, personalized service that leads to increased client
retention and growth in assets under management. A consolidated repository of client information
establishes better communication and collaboration between departments and users, resulting
in marked productivity gains. The information in your Pivotal CRM system can be supplemented
with third-party information, such as money-market data and portfolio holdings, to create a rich
resource you can draw upon to deliver proactive advice and create better-targeted products and
proposals that are more responsive to client needs.
Streamline Processes and Dramatically Improve Productivity
Pivotal CRM for Institutional Asset Management is designed to make IAMs work easier—and
smarter—by streamlining and automating processes, freeing up more time for higher-value
activities. Pivotal CRM saves IAMs hours of repetitive work every day with built-in workflows
that increase efficiency and reduce training costs. Data-driven workflows can coordinate the
numerous steps and stakeholders involved in critical processes, including account setup and the
RFP response process. Pivotal CRM includes an event-tracking tool that allows users to invite
select clients and consultants to events based on predefined criteria and preferences, manage
registrations, and track attendance, making it easy to host high-value events without time-
consuming administration. In-house policies and regulatory guidelines can also be built into the
system for automatic compliance. Seamlessly integrated with Microsoft Outlook, SharePoint, and
the Office Suite, Pivotal CRM enables users to access the tools they use every day without ever
leaving the CRM system, dramatically improving productivity and enhancing the user experience.
Pivotal CRM | Datasheet
2. Leverage Proven Sales Methodologies
Pivotal CRM for Institutional Asset Management contributes directly to the bottom line by
implementing a structured selling approach based on industry best practices. This enables
IAMs to increase their win rate and average deal size by improving resource management and
focusing on the most profitable and promising deals. By providing more timely information and
implementing proven action plans, Pivotal CRM reduces the duration of the sales cycle and
increases the effectiveness and skill-level of your sales team. You even have the option of
using Pivotal CRM to automate the Miller Heiman® sales process, the world’s most respected
sales methodology.
Take It on the Road
Pivotal CRM for Institutional Asset Management gives users the ability to work while fully
disconnected so they can take advantage of time-sensitive opportunities whether they’re online
or offline. Pivotal Mobile CRM gives instant access to client information and product literature—
in fact, all the data stored in the Pivotal CRM system—while users are on the move, with the
capacity to add key interactions, enabling users to work from the field as if they were in the office.
Meanwhile, for users who don’t wish to carry heavy laptops with them, Pivotal Handheld allows
quick and simple access to key account information from RIM® BlackBerry® devices.
Track complex affiliations and relationships
to uncover hidden opportunities and The fully personalizable dashboard allows individual users to
networks of influence select the information they want close at hand
Let Client Preferences Drive Communications
Today’s clients know what they want and how they want it. Pivotal CRM for Institutional
Asset Management enables IAMs to meet client needs by putting clients in the driver’s seat.
Communicate with clients via the channel they prefer, delivering the information they want.
Using Pivotal CRM for IAM with CDC MarketFirst™ ensures that requested research and
publications are delivered to the right clients at the right time, without any tedious manual work
by relationship managers.
Develop Real Business Insight
Pivotal CRM for Institutional Asset Management enables users to effectively segment, analyze, and
track clients to retain and grow their client base. Better client targeting delivers improved returns
on marketing expenditures. The ease of implementing these processes gives IAMs the ability to
realize substantial growth in assets under management with little or no increase in headcount,
generating an impressive return on investment.
Pivotal CRM for Institutional Asset Management allows users to document relationships in
detail, providing visibility into the complex interrelationships between contacts and clients. This
information helps IAMs track and understand the influences consultants, brokers, and third-
party administrators are having on accounts and services, as well as identify new opportunities.
A comprehensive view of the factors and individuals tied to accounts can help IAMs allocate
resources more profitably and nurture relationships strategically.
Pivotal CRM | Datasheet