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Quilter Goes Live with Coric Client Communications Suite from Equipos

Quilter, a specialist in personalised investment management services, has now implemented the Equipos Coric client communications suite and successfully completed its first run of 30,000 report packs. Quilter’s new client reporting infrastructure automates the production of high-volume report runs and significantly streamlines client communications. As part of the project, which was delivered on time and on budget, Equipos has greatly enhanced the design and production of Quilter’s client reporting.

Equipos Coric enables end-to-end management of the client reporting process while providing dashboard control and workflow automation. Coric puts control of the reporting process into the hands of the client services team, enabling rapid response to ever-changing client reporting requirements.

Natalie Levine, Head of Technology at Quilter, said “This is the first phase of our strategy to introduce more flexible and higher quality reports for our clients. Our goal was to achieve process efficiencies whilst also enhancing the quality of client communications. We were impressed by Coric’s breadth of functionality and its ability to generate reports with high visual appeal. The feedback from clients following our first report run has been positive."

Equipos CEO, Alan Hamilton, said: “Quilter is a valued addition to our rapidly expanding base of users in Europe, North America and Asia. This implementation proves that Coric can deliver outstanding operational and client services results in a very short timescale, and we are delighted that we have been able to bring both creative and technical expertise to this project.”