The 401(k) Company Selects CDC Software’s
Pivotal April 15th, 2007Pivotal CRM
Provider of Employers’ Defined Contribution Plans to Implement Pivotal CRM to Optimize Operational Efficiency, Improve Information Access and Analysis, Promote Better Employee Collaboration, and Enhance Customer Service
ATLANTA, January 16, 2007— CDC Software, a wholly owned subsidiary of CDC Corporation (NASDAQ: CHINA) and a provider of enterprise software applications, announced today that The 401(k) Company has chosen the Pivotal Customer Relationship Management (CRM) suite of software applications because of its industry-specific functionality which will allow its employees to develop deeper insight into their clients’ needs, preferences, and influencers, accompanied by tools that will help improve team collaboration, track performance, and continue to provide exemplary client service.
With more than $21 billion in assets under administration, The 401(k) Company is focused on employers’ defined contribution plans. The 401(k) Company provides clients with a full range of services, including recordkeeping, plan consulting and compliance, customized employee communications, and trustee services.
The 401(k) Company will use the Pivotal CRM for Financial Services application to create a single view of client information, minimize multiple silos of information, facilitate managerial insight, and improve cross-departmental communication and coordination, while ensuring exceptional customer care. Using Pivotal CRM, the company will be able to effectively manage, escalate, and resolve client service requests as well as institute a “corporate memory†to easily understand historical information and improve operational efficiency by streamlining manual processes.
“We chose Pivotal CRM because it offers a robust solution that fits the unique requirements of the financial services industry, right out of the box, while also offering the flexibility to customize to our unique needs,†said Michelle LeCates, senior vice president, Plan Consulting, The 401(k) Company. “The dedication and focus of the entire CDC Software team was also very impressive to us. Rather than searching for just a software vendor, we sought a true partner that would have a vested interest in our success. In CDC Software, we’ve found that partner with a thorough understanding of our industry and our unique requirements. We are dedicated to delivering the highest level of customer service, and we’re confident that Pivotal CRM will help us accomplish that goal.â€
“The 401(k) Company is an industry leader when it comes to its commitment to client service and providing quality defined-contribution plans and services,” said Jason Rushforth, global vice president, Financial Services, CDC Software. “We are excited with the opportunity to help them implement a long-term strategy for proactively managing customer information. With Pivotal CRM, The 401(k) Company now can better manage relationships with clients and third-party contacts through a single centralized corporate data repository for information.”
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