South African financial services firm to use Deltek Vision to improve management reporting and financial budgeting, enhance client relationship management and enable better measurement of KPIs and profitability
Deltek, the leading global provider of enterprise software and information solutions for professional services firms, today announced that RisCura, a financial services firm in South Africa, has selected Deltek Vision as its fully-integrated ERP solution. RisCura will use Deltek Vision to integrate its unique CRM activities into projects and accounting processes and increase profitability.
Headquartered in Cape Town, South Africa, with more than 100 employees in offices in several African countries and in the UK, RisCura offers independent advice, analysis and reporting for asset owners, investment managers, hedge funds, private equity firms and brokers. As a highly client-centric firm, RisCura was looking for an integrated ERP and CRM solution to improve performance through more efficient processes, to deliver insight and enhanced reporting into key metrics, and to ensure tight financial integration.
After an in-depth evaluation process, it soon became clear that Deltek and its local partner Silversoft could meet or exceed RisCura’s requirements, including RisCura’s unique CRM needs. Deltek will enable RisCura to move away from working in disparate systems and will support the entire project flow from CRM to project control to financial management in a single integrated ERP solution. RisCura will also use Deltek Vision’s highly configurable platform to create and manage its own, user designed forms & fields which will support industry-specific information collection and management requirements.
“After a thorough selection process that included other major business ERP software brands, it was not hard for us to choose Deltek as they stood out as true experts in the Professional Services field with people who displayed an impressive knowledge of what it takes to run a project- and people-based business. In addition, Deltek Vision completely caters to our unique business processes, delivering timely management information directly from the system, and ensuring that we can fully integrate our CRM with project planning and accounting. This will give us better visibility and ultimately grow our profitability,” said Malcolm Fair, COO, RisCura.
“Deltek Vision is purpose-built for professional services firms like RisCura, delivering the capabilities it requires to manage the complete project and client lifecycle. We see a trend in the industry where financial services firms are moving towards project-focused business processes as fee-based work is increasing relative to commission-based work. This trend makes Deltek Vision a very compelling solution for financial services firms like RisCura because it supports the company’s complex CRM and financial management processes and delivers easy access to critical information,” said Claus Thorsgaard, Deltek’s Executive VP and General Manager – Professional Services.
RisCura is a Cape Town-based financial services firm. They deliver advice, analysis and reporting for asset owners, investment managers, hedge funds, private equity firms and brokers. RisCura provides investment advisory, administration and implementation services to some of Africa’s largest institutional asset owners – including six of Southern Africa’s ten largest pension funds – and also offers services within risk and performance analysis and reporting, investment transactions and unlisted investment valuation.http://riscura.com/