Digiterre, a leading provider of software products and enterprise software development services to the investment management community, today announces the successful implementation of its dCRM product with London-based investment management and advisory firm, Zan Partners Limited.
dCRM is Digiterre's leading workflow and relationship management system, built specifically to support marketing and investor servicing processes within the investment management sector. It features a single view of investor holdings in addition to contact details, and is integrated with Outlook for tracking important client activities.
ZAN Partners is an independent investment management and advisory firm, which services a niche in the wealth management space. dCRM has been deployed across ZAN's entire organisation as part of a firm-wide initiative to enhance client relationship management.
Christ Gujral, ZAN Partners Chief Operating Office commented: "A key aspect of ZAN Partners is the very individual relationships we have with our clients. We recognised that both those relationships and our business would benefit from a more robust CRM product that delivers complete transparency enables us to respond quickly to queries and run more active campaigns."
"We also needed a supplier who could efficiently migrate large amounts of data from our legacy environment, an area that Digiterre excels in. We had heard many good things about Digiterre, and they provided us with strong references which supported our choice."
ZAN Partners is one of twelve new Digiterre clients who has committed to dCRM this year.
Ian Murrin, Founder and CEO of Digiterre said: "We are very pleased to be working with an innovative investment management firm like ZAN Partners, and look forward to supporting their staff in an effort to fortify relationships with their clients. We're also happy that dCRM is establishing itself quickly in the wealth management sector."