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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, easy-to-use system for managing all interactions with clients. To achieve these goals, the firm required a flexible, highly secure product that worked just as well on a laptop in the field as it did in the office. After a review of leading systems from Galeforce Solutions, Salesforce.com, Sage and Siebel Systems, Ziegler selected Pivotal for its ease of use, and highly 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. No other vendor offered us a product that could provide enterprise-wide access to client information combined with very specific tools to support day-to-day business in each department.”

Pivotal’s CRM products for financial services provide Ziegler with an easy-to-use system to help deliver personalized, responsive service and better understand clients’ needs. The system immediately 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 is much 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.

According to Jason Rushforth, managing director of financial services for Pivotal, “Ziegler is a highly respected leader in the markets it has chosen to address with its deep expertise and industry-specific financial services. The firm’s focus on empowering its advisors with a mandate for developing enduring relationships with each client identifies the firm as an industry leader with a clearly articulated strategy for client relationship management. Ziegler’s strong CRM strategy combined with the tools provided by Pivotal’s closely tailored CRM products for financial services, position the company for continued success and highly satisfied clients.”

At the SIA Technology Management Conference in New York, June 20-22, 2006, Pivotal and Ziegler representatives will be available at booth #1812 to further discuss how the Pivotal CRM has helped Ziegler manage all interactions with its clients by deploying the Pivotal CRM application.