About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Leading Canadian Asset Management Firm Selects Equipos for Client Reporting Automation

Subscribe to our newsletter

Equipos, a global client communications software provider, today announced that one of Canada’s largest asset managers has appointed Equipos to deploy a fully integrated and automated client reporting system throughout the company’s institutional operation by September 2011.

Under terms of the agreement Equipos will automate the acquisition of client portfolio data from the client’s core systems and use this data to generate a variety of visually appealing reports. These reports can be distributed via multiple channels and also stored in a secure archive.

The Equipos Coric client communications suite is an end-to-end client reporting solution, controlled by business users via a range of easy-to-use dashboards and automated workflow tools. Client services teams can respond quickly and efficiently to constantly changing reporting requirements, with little or no recourse to technical staff. Coric generates premium quality reports, incorporating customised data and formats, as well as personalised commentaries that can be viewed, edited or inserted as required.

Mike Hendy, Equipos regional manager, North America commented: “The deployment of Coric is a strategic development for this client and it demonstrates their commitment to deliver high quality, accurate and timely investment reports to new and existing clients, as well as their ongoing drive to manage costs, maximise value and minimise operational risk. We are delighted that they selected Equipos based on the breadth Coric’s functionality, and its unparalleled performance and scalability, as well as our proven track record in international markets.”

Alan Hamilton, CEO, commented: “We are proud to welcome this major Canadian organisation into our rapidly-growing base of North American clients. This is a perfect example of a leading international asset management business looking to achieve excellence in client services and significant operational savings. Equipos Coric is uniquely positioned to deliver these benefits, through the application of industry knowledge, experience and next generation technology.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: In data we trust – How to ensure high quality data to power AI

Artificial intelligence is increasingly powering financial institutions’ processes and workflows, encompassing all parts of the enterprise from front-office to the back-office. As organisations seek to gain a competitive edge, they are trialling the technology in variety of ways to streamline and empower multiple use cases. Some are further than others along the path to achieving...

BLOG

Challenges of the New Regulatory Landscape: Data Management Summit London Preview

The regulatory landscape for financial institutions has rarely been in greater flux than now, placing new challenges on the technology and data that will be critical to satisfying the requirements of overseers. While digital innovations are offering organisations the opportunity to meet their compliance obligations with greater accuracy and efficiency, they are also encouraging regulators...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Best Practice Client Onboarding

Client onboarding is central to the success of banks, yet it continues to present challenges and the benefits of getting it right are difficult to achieve. The challenges arise from siloed systems, manual processes and poor entity data quality. The potential benefits of successful implementation include excellent client experience, improved client acquisition and loyalty, new business opportunities, reductions in costs, competitive advantage, and confidence in compliance.