23 November 2014

Digiterre revamps CRM platform

02 October 2012  |  1032 views  |  0 Source: Digiterre

Digiterre, the leading provider of software solutions to the global investment management industry, today announces the launch of the latest release of their enhanced CRM platform with the latest version of dCRM as the core module of the new platform.

The Communica platform brings together an extensive range of product modules integrated with dCRM Version 5, including "Fund Flows" for analyzing fund transactions and liquidity, "Tracker" which tracks and reports on emails sent, "Connect" the secure client extranet module and the "Mobile" module which delivers rich functionality to iPads, iPhones, Blackberry's, Android and Windows Mobile devices. Communica is built on the latest Microsoft CRM 2011 technologies which integrate fully with Outlook and the Microsoft Office Suite.

Communica has been engineered to meet the needs of Institutional and Alternative Investment firms, Allocators including Pension and Endowment Funds, and Service Providers including Fund Administrators and Prime Brokers.

Communica has role-based functionality tailored to meet the needs of different business user types including
• C-level executives
• Investor Relations and Client Services teams
• Marketing, Distribution and Business Development functions
• Compliance teams

Communica is offered as a fully managed and highly secure cloud service. Alternatively, it can be installed on-premise for enterprise customers.

dCRM on the Communica Platform includes
• User-defined, interactive dashboards and charting
• Self-customisation of forms and fields
• Enhanced email communications campaign functionality with watermarking, email and attachment tracking
• Full record-change auditing to satisfy the most stringent compliance requirements
• Unparalleled Outlook and Excel integration, which has set the standard in the industry

In launching Communica, Ian Murrin, Founder and CEO of Digiterre said, "Communica redefines the standard for CRM software in the investment management industry in terms of ease-of-use, flexibility and product functionality. No other platform can match the completeneer platform can match the completeness of desktop-level integraktop-level integration which Communica offers - particularly with respect to Outlook and Excel integration. This in turn promises greater levels of user productivity from the outset.

With the newest version of dCRM at the heart of the platform, together with the other fully integrated, platform modules of Fund Flows which provides full capital flows and liquidity reporting, Tracker for email tracking, Mobile, dReports and the Connect module which allows for the creation of highly secure investor extranets, Communica enables organizations both large and small to enhance their control over their businesses by providing business leaders with complete 360 degree visibility of all investor, client and prospect-related activities, via their desktop or handheld device". 

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