Last month, as part of an ongoing commitment to increase customer communication, Delta Data hosted a Mid-Year Update virtual user conference to update clients on all the recent organizational changes and to discuss what lies ahead for the leader in the mutual fund pool asset market.

In what was the first of a regular client communication series, new CEO Cameron Routh took the opportunity to explain the many changes that are planned or have already been undertaken and laid out what clients can expect from Delta Data going forward. The goal is to build the leading mutual fund/pool investment software company fueled by a robust foundation of committed industry experts held to the highest standards of operational excellence.

Focus on the Client

The prevailing theme of the Mid-Year Update was Delta Data’s commitment to serve the client. Recent organizational changes have put a renewed focus on the client and the establishment of an industry-leading, personalized, and consistent client experience across all touchpoints.

Routh was joined on the conference panel by two new additions to Delta Data Leadership – Vice President, Head of Relationship Management Dania Gopaul and Vice President, Client Services and Implementation Sue Massaro. Together, they explained how Delta Data is working to elevate the quality of services and how the changes being made will translate into enhanced client service through having the right people, structures, processes, and controls in place.

Organizational and Operational Changes                                                            

Some of those changes include the build-out of a dedicated QA team to ensure clean releases that are on time, the elevation of Client Service and Implementation out of the product group to ensure implementations are as efficient as possible, as well as leadership changes in Relationship Management and Marketing.

The elevation of Relationship Management, headed up by Gopaul, has further strengthened its framework in scope and effectiveness and will serve to augment Delta Data’s client value proposition, while developing strategic relationships with the client base. Changes to Client Service and Implementation, led by Massaro, are piloting new capabilities that will sustainably improve Delta Data’s client service over the longer term.

While Delta Data is undergoing significant changes, Routh was quick to point out that it was his long-time respect for the company’s employees and its products that led him to join as CEO two months ago, and the potential that lies ahead is unparalleled.