Financial Services Business Efficiency Tools
About Us
About Us
CapitalBase.com is a division of CapitalBase.com, a financial services sales & service technology and business process consulting provider headquartered in Pittsburgh PA.
CapitalBase.com has provided sales & service technology solutions for investment managers, trust providers, private banks, broker/dealers, insurance reps,
commercial lending RMs, corporate bankers, retail platform specialists, tellers and
other line units for over 15 years.
Firm principals have extensive applied industry experience in the sales and service technology & operations areas of firms including PNC Advisors, Mellon, Federated Investors, Mass Mutual, PNC Brokerage,
SunGard, BlackRock, SunTrust, Wachovia, Northern Trust, Bank of America, Sun Microsystems and Fiserv.
Our clients see significant gains in operating efficiency, cost reduction, staff productivity, process improvement, referral & retention rates, and employee satisfaction.
We would be pleased to introduce you to our clients for conversation about the value of their business relationship with CapitalBase and the benefits they realize from their leverage of the CapitalBase.com portal.