ZAN Partners Replaces In-House System with Digiterre’s dCRM
Monday, June 22, 2009
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 organization as part of a firm-wide initiative to enhance client relationship management.
Christi Gujral, ZAN Partners Chief Operating Office commented: "A key aspect of ZAN Partners is the very individual relationships we have with our clients. We recognized 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."
About ZAN Partners:
ZAN Partners is an independent investment management and advisory firm providing investment management, fund management and cash management advisory services to private and institutional clients. Founded in 2001 by Zain Naqi, a former Executive Director of Goldman Sachs' Private Wealth Management Division, ZAN's management team brings together more than two decades of experience in investment management across a variety of asset classes, and offers an innovative approach to investing.
About Digiterre
Established in 2000, Digiterre provides software products and enterprise software development services to the investment management, banking, commodities and energy trading sectors. Its clients include many of the world's largest banks, hedge funds, asset managers, fund of funds, fund administrators, prime brokers and energy & commodities trading firms. Strong company values and a focus on meeting and exceeding customers’ expectation, has ensured that Digiterre has an excellent reputation in all its markets. With offices in London and New York, Digiterre continues to enjoy double-digit revenue and profit growth year-on-year.