Rogge Global Partners Case Study
Implementing dCRM Within a Leading Fixed Income Manager
Background
Functional fit and ease of use were all key factors in Rogge Global Partner’s decision to select Digiterre’s dCRM solution. Rogge Global Partners is one of the most trusted and respected houses in the specialist area of global fixed income investing. AUM has grown rapidly in recent years to over $15Bn and the business now encompasses hedge funds, emerging markets and corporate debt. In order to maintain their exceptional standards of client service and to comply with ever more stringent financial regulations, Rogge wanted to select and implement a Client Relationship Management (CRM) system to support and streamline client management processes.
Solution
Rogge selected Digiterre’s dCRM application because it met all of the key functional requirements which included:
- Central repository for accounts, contacts and funds
- Storage of documents against accounts, contacts, and funds
- Create and view pending activities and retrieve complete client history
- Advanced information search capabilities including document search, free text search, advance query and group creation
- Advanced reporting capabilities
- Storage of news press releases against contacts
- Track and manage complex the relationships between clients, individuals, regulators, consultants, custodians etc
- Integration with internal systems (trading, accounts system etc)
- Microsoft Office integration
- Workflow automation and process streamlining
"I was impressed by Digiterre’s ability to come into our firm and discover our particular needs for a CRM solution. This allowed us to get a system that was perfectly designed for our needs, but with out-of–the-box type costs. The dCRM system is a very powerful tool that has very quickly begun to pay dividends in our environment. Moreover, it is completely scalable so that no matter how large our company grows, this solution will grow with it. I would highly recommend dCRM to other service organizations and recommend they use Digiterre to work with them to discover the best adaptation of the system for their needs." John Graham, Partner and Client Services Director.
The Process
Digiterre works to a well defined, structured implementation methodology designed to minimize project risk and maximize a Client’s ROI. This three stage process encompasses the Inception, Construction and Transition stages.
Inception Stage: Digiterre conducted extensive interviews with the project Stakeholders (Senior Managers, Fund Managers, Fund Administrators, etc.,). Their requirements were then complied and finalized in conjunction with the Rogge project team.
Construction Stage: During the construction stage Digiterre installed and integrated the dCRM software and built the extensive customizations agreed upon during the inception stage.
Transition Stage: The transition stage involved the migration of existing data together with end user training and ensured that the software was fully functional in the live environment.
