CLIENT SERVICE ADVISORY
We firmly believe in the power of teamwork and in building lasting relationships. Our philosophy centers on understanding others before seeking to be understood—ensuring that all our stakeholders thrive
If you’re looking to excel in the capital markets PIVOT focuses on, your journey begins here!
We rely on our deep global and local insight, which drives us to craft best-in-class service delivery and management solutions. Our commitment is to establish the gold standard, thus providing our clients with tools to benchmark against industry peers
Our offerings cater to three key areas: Advanced, Emerging, and Frontier Capital Markets
At PIVOT, we recognize that effective client servicing is a tough and competitive landscape that requires constant engagement and flexibility. We prioritize high levels of regulatory communication, conduct thoughtful impact analyses, and offer innovative technology-driven solutions. We also focus on reengineering processes, aligning team structures, designing management information systems (MIS), and providing training. We understand that our clients may include both internal and external stakeholders, as well as professional service providers, and we proactively collaborate with them.
Here’s what we do:
- Build team structures and job descriptions, alongside effective training programs
- Create tech solutions tailored to improve service while staying mindful of market practices and regulations
- Develop best-in-class servicing modules and methodologies that nurture relationships, speed up turnaround times, and reduce costs
- Craft communication and instructional formats for servicing a variety of institutional clients, whether local or international
- Set global standards and guide their implementation
- Provide solutions designed to enhance the client interaction at every touch point
- Offer assistance for service reviews, due diligence visits, questionnaires, and any service-related questions that may come up during RFPs
- Advise on how to communicate market developments to clients, including what to say and how often to reach out
- Drive change and craft strategies during transitional periods
- Establish service standard benchmarks while ensuring legal and reputational integrity
We’re excited to partner with you on this journey!
