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Mondrian Awards Automated Client Reporting Contract To Equipos

Mondrian Investment Partners Limited, a leading global investment management firm with offices in London and Philadelphia, has selected the multi-award-winning Equipos Coric™ Client Communications suite to enhance the quality and responsiveness of the firm’s client servicing function. Mondrian, which has $68 billion in assets under management, will replace its legacy client reporting solution with Coric to further automate the firm’s client reporting processes and enable more effective production of their monthly institutional client reports.

Coric Client Communications is an end-to-end client reporting and communications suite used by buy-side firms to enrich client experience, improve operational efficiency and cut costs. Its sophisticated report design and build tools empower business users to create and modify marketing-quality reports without technical assistance.

“Coric’s flexible report designer and workflow automation tools should enable Mondrian to achieve three key goals,” said Warren Shirvell, Deputy COO at Mondrian. “We want to increase operational efficiency while enhancing our business users’ reporting system experience and then be able to re-use client data throughout our organization.”

According to Alan Hamilton, CEO at Equipos, “We are delighted that Equipos was awarded this contract following Mondrian’s stringent due diligence process. Through an in-depth proof of concept project we demonstrated Coric’s ability to generate the full range of reports required. We were also able to prove domain expertise and financial stability, which are essential to sustain long and successful partnerships.”

“We decided Equipos was the best fit for Mondrian from both a business and a technical perspective,” commented Mr Shirvell. Over time we are hopeful Coric will fulfill its potential of becoming the core application for all of our client facing data.”