PivotalFS Technology

Why PivotalFS is built upon PivotalCRM

Within the complex environment of today’s financial services firms, effective CRM architecture needs to span multiple databases, applications and business functions.

In order to stay relevant to rapidly changing corporate objectives and market flux, it must facilitate evolution.

To facilitate evolution, application functionality must be supported by the right architecture. Or the application becomes brittle over time and always feels like it needs to be ‘shoe horned’ into doing what you want it to do.

Many of today’s CRM systems take the wrong approach. They tightly couple the customer data, business processes and transactions associated with marketing, selling, and servicing customers.

This tight coupling may seem to provide a head-start in automating business processes, but ultimately inflates the total cost of ownership. It creates a system that is rigid to change, causing significant disruption to the business during updates and upgrades.

Ultimately, it is the CRM application’s flexibility, scalability and deploy ability that will determine
TCO as your organization adapts to the changing financial services marketplace.

PivotalFS Fundamentals


Does the architecture facilitate the configuration, customization and integration of the CRM application, both at the outset and over time as your business needs evolve?

Deploy ability

Does the architecture let you easily deploy, upgrade and maintain the CRM application over time?


Does the architecture let you scale and improve application performance cost-effectively?

Modern Workplace

To quote Microsoft : “The nature of work has changed. Employees expect to work securely from anywhere, on any device, and they put a high premium on work that enriches and fulfills them.”
PivotalFS – UX supports a Modern Workplace strategy.

We believe that highly deployable CRM must possess two characteristics: 3-tier architecture design and a modular deployment method.

3-Tier Architecture Design

A 3-tier architecture is essential for high deployability. It separates the system into three main layers; the presentation layer, which controls what your users see and how they access the system; the application layer, where your business rules and your core applications reside; and the data layer, which contains your customer, product and business data.

A 3-tier system makes it possible to utilize a browser-based, zero-client install, zero footprint client that simplifies deployment and ongoing administration. Application customization, upgrades, and maintenance are carried out exclusively at the middle tier, and broadcast to all users and satellites via synchronization, allowing client-side updates to be seamlessly communicated to users around the world with no additional requirement for client-side maintenance.

Integration Partners

Mortgage Sourcing

Secure Electronic Document Delivery

Identity and Anti Money Laundering

Business Accounting

Marketing Automation