1. The Challenges
With an international client base that spans
institutional, wholesale and retail markets, Martin
Currie’s staff are located across offices as far apart as
New York, Edinburgh, London, Singapore and
Melbourne.
This global footprint presented a challenge in terms of
coordinating and supervising business operations. To
be run effectively and compliantly, all members of the
sales team needed to be able to see who has
contacted whom, and to know when, where and how
that communication had taken place.
Intensifying regulation and scrutiny in diverse
jurisdictions requiring ever greater degrees of
customer care and knowledge, mean that resilient
data collection, monitoring and reporting tools are
essential to delivering adequate levels of oversight
and investor support.
To deliver optimal sales processes, knowledge sharing
and oversight, the solution needed to be one that
would be universally adopted. This could only be
achieved if the client’s needs had been thoroughly
scoped and clearly understood in advance.
The Solution
From the outset, the partnership approach established
by the combined Martin Currie – Digiterre team,
helped to establish a clear understanding of how the
product was to be used to best effect which in turn
helped to cement full buy-in from Martin Currie staff
at every level. Thorough groundwork meant the
project’s scope, objectives and timelines were clearly
defined from the outset.
The result is a highly usable, workable solution. The
customizable nature of the Communica platform
means that new, mandatory compliance fields can be
readily incorporated into the database, ensuring
consistent adherence to the latest regulation as well
as the client’s own stringent internal requirements.
Martin Currie have been quite radical in providing their
Compliance team with full access to Communica,
which allows them to gain real-time oversight of the
Sales and Marketing teams’ activities in the context of
the prevailing regulatory requirements and takes full
advantage of Communica’s advanced monitoring and
reporting functionality.
Martin Currie
Digiterre’s Communica platform delivers a smart, centralized
marketing and regulatory compliance solution across multiple
functions for a global asset manager
Martin Currie is a specialist equity investment firm with a
global portfolio of clients and funds to support and manage.
“It is used by all our Sales,
Marketing and Client Services
functions and our compliance
team – to enable real-time
oversight which ensures that
what is communicated to
investors and prospects is in line
with the ever-evolving plethora of
regulatory compliance legislation”
Andy Sowerby,
Executive Director, Martin Currie
Case Study

2. Digiterre Ltd
22 Chapter Street, London, SW1P 4NP
www.communica.net | info@digiterre.com | +44 (0)20 7381 7910
The “Opportunities” function supports real time insight
into the status of new business development while the
“What’s New” Wall provides 360-degree visibility to all
users. The levels of initial engagement with the end-
user, combined with initial and on-going training, have
ensured widespread and enthusiastic take-up of the
Communica platform across the entire business.
The Results
The Communica platform supports enhanced business
performance thanks to the consistency of approach
and improved communication now possible across the
many business teams and time-zones within Martin
Currie’s business universe. Enriched, real-time
management information ensures effective business
oversight and compliance, without embroiling the
Sales and Marketing teams in unnecessary data-
gathering activities.
Digiterre Communica has also created some
unexpected benefits for Martin Currie, including the
ability to generate comprehensive reports suitable for
board-level consumption and to monitor and measure
investment Consultant performance. Communica is an
intuitive, customizable, scalable platform tailored to
the needs of asset managers. The strength of the
Communica team and their partnership approach
delivered better-than-expected outcomes for both
parties.
Why Digiterre Communica?
Communica is a cloud platform built by Digiterre to
offer robust, flexible tools designed specifically for
those who need to attract, support or retain investors
and to ensure that whatever information is sent to
third parties, is in line with the regulatory and internal
compliance requirements of the business. Communica
encompasses automated marketing, document
management, compliance, CRM and management
reporting functionality. For anybody with assets to
manage and investors to on-board, Communica’s
enterprise-class, market-leading software unlocks
resources by automating essential front office
processes and generates a wealth of business
intelligence that helps senior managers know and
grow their businesses. By centralizing, categorizing
and analysing data on clients, investor trade flows,
fees and rebates, Communica equips investment
professionals with insight they can use to enhance
service, identify new opportunities and comply with
the latest regulatory requirements. Communia offers:
Intuitive screens and customisable dashboards; full
integration with Microsoft Outlook; real time mobile
access; friendly, responsive support staff, and with
the ability to deploy it both in the cloud or on-premise
if desired, Communica is quick to deploy, simple to
use, easy to access on the move and highly scalable.