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London Head Office

5th Floor, One Vincent Square
London

Telephone

020 73817939

Contact

Julian Webb
[email protected]

Mission Statement

Digiterre is a software and data engineering consultancy that enables technological and organisational transformation for many of the world’s leading organisations. We envisage, design and deliver software and data engineering solutions that users want, need and love to use.

Our clients are united in the need to deliver ever more value from their data, be that through integration, ingestion and real-time analytics or through enhanced front office applications which surface better information to users or AI applications to automate critical functions. Our clients typically operate in complex, highly regulated markets such as Banks and Insurers, Energy and Commodities Traders, Investment Managers, Exchanges, Clearing Houses & Broker platforms or Market Intelligence Platforms and we are well-equipped to support them in this respect.

Our highly experienced teams of engineers work with and for our clients to build solutions that satisfy pressing business needs and deliver improved departmental or organisational performance. We are typically called upon to address urgent challenges, unlock new business opportunities or to deliver significant long-term strategic advantage.

We work collaboratively, pragmatically and efficiently, ensuring that we fully understand our client’s needs as they evolve throughout the development lifecycle and we use modern tools, methodologies and technologies to enable us to collaborate closely with in-house experts and their end-users to maximise the benefits to all involved.

We are always keen to learn from other stakeholders and like to share our know-how openly, with a view to leaving each client engagement in a better state than when we first joined the team. We hire people with open and agile minds who are willing and able to challenge perceived wisdom and have a bias for action.

These basic principles enable us to be responsive to client needs and to deliver Agility. At Greater Velocity.

Profile

Digiterre provides enterprise level software products and software design and delivery services to the investment management community. The dCRM workflow and relationship management system and the dReports automated client reporting product support the needs of marketing, sales and investor relations functions.

Benefits

Key Benefits

dCRM Key Features for Sales and Marketing

-Access details of all your interactions with prospective investors including meetings, calls and emails.

-Manage and report on your pipeline of investment opportunities.

-Analyse and segment your database of prospective investors to build lists of marketing targets.

-Implement and enforce structured sales processes.

-Track the sales person or distribution partner associated with each newinvestment.

dCRM Key Features for Client/Investor Servicing

-Maintain records of all communications between your firm and each client orinvestor including meetings, calls and emails.

-Track and report on current holding values, capital flows and investment performance by fund for each investor.

-Track lock-up end dates for each outstanding subscription for each investor to drive investor liquidity reporting.

-Define client tiering criteria and associated client service rules by tier.

-Generate activity reports to help leaders manage teams and ensure service levels.

dCRM Key Features for Business Management

Critical intelligence reporting for business
leaders, including:

-Investor profiling: Understand the breakdown of your investor base by investor type, geography or investment size.

-Liquidity reporting: Keep track of the liquidity profile of each of your funds.

-Investor behaviour: Use the capital flows data to analyse the investment behaviour of key investors.

-Key account management: Access records of all communication between everyone in your firm and your key investors.

-ERISA Compliance Monitoring: Monitor the percentage of ERISA assets in each share class.

dCRM Key Features for Investment Management

-Maintain records of all communications (meetings, calls, emails) documents and data relating to actual or potential deals or
investments.

-Private equity deal tracking and deal pipeline reporting.

-Structured repository of research, analysis and due diligence information for fund of fund research and investment teams.

-Capture, store and report on company research for investment analysts.

History

We have nearly two decades of agile enterprise experience gained from building and supporting high demand, data-rich products and platforms for organisations that operate within highly regulated environments. We are
passionate about exploring opportunities and solving problems that are critical to organisational competitiveness.

Focus

Focused on providing software to Banks and Insurers, Energy and Commodities Traders, Investment Managers, Exchanges, Clearing Houses & Broker platforms or Market Intelligence Platforms.

Goals

We like nothing better than to get to grips with
new and unexpected challenges and we thrive
on working to tight deadlines. Above all, we care
about delivering an outcome that you will derive
real business value from. Challenge us to help
you solve the most significant, data and software
problems facing your organisation.

People

Ian Murrin – CEO
Rob Swan – Commercial Director
Rajesh Jethwa – Delivery Director