INSURANCE & BANKING

Diligend has you covered

Insurance firms and banks trust Diligend to digitize the manager and investment due diligence process and maintain visibility into the portfolio.

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RISK MANAGEMENT

De-risk your investment strategy 

As an insurance firm or bank, you understand better than any the importance of risk management. Diligend's digital platform allows you to manage risks across the investment portfolio, at the manager and fund level.

While you have your account holders, shareholder and policyholder's best interests as your number one priority, Diligend puts you first.

DIGITIZING THE ODD PROCESS

Get our Best Practice Guide to Digitizing the ODD Process

Step by step guide to transforming operations with a cloud based due diligence and monitoring platform

Diligend is feature-rich and designed for investment teams like yours

DDQ Engine

Create questionnaires from scratch, use best practice templates or ingest pre-filled questionnaires. Simple, intuitive and customizable.

Fund and Manager Data Tracking

Set up pre-defined flags and alerts to track risks within funds or managers.

Workflows and Collaboration Tools

Fully customizable to match your own processes. Allocate tasks, track activities and progress. And see a full audit trail.

Review and Risk Management

Review only the data you want to see in the fully customizable review module.

Automated Scoring and Comparison

See how the portfolio looks at a glance, with customizable, automated scoring and comparison.

Analytics and Reporting

Fully customized, automatic report creation in any format. Linked directly to your CRM or database.

Manager Portal

The white-labelled manager portal is user friendly and intuitive. Managers can pre-fill from previous answers or drag and drop where required.

CRM and Document Management

Outlook and SharePoint integrations let you track contacts, emails and shared documents. Enrich your data.

Digitize your DDQ workflow

Diligend transforms the DDQ process with advanced automation, natural language processing and advanced analytics

1. Define

Create or customize DDQs then map them to fund or manager profiles

2. Request

Schedule and send automated requests

3. Collect & Structure

Data and documents are collected and structured in real time

4. Assess & Compare

Automate flagging and scoring and compare results

5. Analyze

Integrated custom reporting and advanced analytics

De-risk your investments