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Pivot’s portfolio companies help financial services firms enhance customer service, ensure the security of sensitive data and meet regulatory compliance requirements.

In today’s highly competitive financial services market, organizations must continually improve efficiency and customer service in order to increase profitability and market share. At the same time, financial services firms must protect their customers’ sensitive data and effectively deal with complex state and federal regulations. These multifaceted challenges demand a strategic approach to technology that emphasizes effective communication and secure access to mission-critical applications.

Through its portfolio companies, Pivot offers multichannel communication solutions that enable customers to conduct business their way. These solutions enhance information sharing and collaboration as well as the customer experience, and enable staff to access applications and data from virtually any device.

Pivot understands that these productivity-enhancing tools can also increase risks if not properly secured. By ensuring robust data protection, Pivot helps organizations establish trust and meet regulatory compliance and business continuity requirements. Financial organizations gain a technology infrastructure that helps them maintain customer loyalty, increase revenue and streamline their operations.