Case Study: BlueShore Financial achieves 41% revenue growth and 90% customer retention with Ignite Technologies' Pivotal CRM

Dramatically increasing revenue and customer retention for BlueShore Financial

BlueShore Financial, a boutique institution managing over $5.6 billion in assets, faced pressure from larger, lower-cost competitors and needed to provide superior service, improve customer retention and increase profitability. Ignite Technologies was engaged to address these challenges by deploying Pivotal CRM to centralize member data and support a more personalized, proactive customer strategy.

Ignite Technologies implemented Pivotal CRM to give employees a holistic, profile-driven view of each member and enable precisely timed, cross-channel offers. The solution delivered measurable impact: revenue up 41%, profitability up 40%, employee satisfaction up 1%, customer retention rising from 70% to 90%, plus sustained growth of 20–25% quarterly (annualized) and return on equity reaching 18%.

BlueShore Financial

Fred Cook

Chief Information Officer