CDC SOFTWARE (Atlanta) launched its latest Software-as-a-Service (SaaS) offering, Pivotal CRM On Demand, as well as an industry-specific version of the solution for institutional asset management. Pivotal CRM On Demand for Institutional Asset Management features performance and client reporting, compliance assistance, and integration with third-party data for consultant, plan sponsor and investment manager information, CDC says. Additionally, Pivotal CRM On Demand is capable of relationship and influence tracking, opportunity management, sales forecasting and proposal tracking.

The Pivotal CRM On Demand solutions can be hosted by CDC and utilized on an on-demand basis through a Web portal, or they can be deployed internally by the client, according to CDC. "The low overhead costs associated with SaaS-based deployments are capturing a lot of interest in the market, but the ability to host data internally continues to be a key requirement for many financial services firms today," said Robert Hegarty, managing director at TowerGroup, in a CDC Software release. <<<

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