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Pivotal Case Study: Mellon Asset Management

Source: CDC Software

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Case Study Description
Mellon Asset Management (MAM), a division of Mellon Financial Corporation, offers a broad range of equity, fixed-income, hedge, and liquidity management products through individual asset management subsidiaries and multiple distribution channels. With the dynamic nature of its business models, clients, and products, MAM realized that its existing customer relationship management (CRM) solution was no longer coming up to scratch.

Related Topic: Customer Relationship Management (CRM)

Related Industries: Management of Companies and Enterprises, Management, Scientific, and Technical Consulting Services, Finance and Insurance, Funds, Trusts, and Other Financial Vehicles

Related Keywords: Pivotal, financial services sector, customer relationship management, sales and marketing, reporting and analysis tools, mobile workforce, Mellon Asset Management, CRM, data migration

Source: CDC Software


 

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