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Equipos Announces New Initiative to Assist Canadian Wealth and Asset Managers with CRM2 Compliance

Equipos Inc., the global leader in client communications and client reporting automation, launches a new educational initiative today that will help senior buy-side business executives to understand the implications of CRM2 on their firm’s processes, data and systems. It will also provide insight into the challenges of CRM2 compliance and identify ways for buy-side firms to leverage expenditure on CRM2 compliance to improve client service.

Co-sponsored by WealthBriefing, the premier news, features and information source for the global wealth management sector, this initiative kicks off on April 9 2014 with a webinar entitled CRM2: Regulatory Pain or Client Servicing Opportunity? A panel of representatives from Canada’s top law firms, management consultancies and investment firms will offer practical tips and advice on the most effective ways to address CRM2 compliance. Confirmed panelists include CRM2 experts from Deloitte Canada and Borden Ladner Gervais LLP.

According to Mike Hendy, VP North America at Equipos, “Through automation of the client reporting process there is a clear opportunity for Canadian wealth and asset managers to cut operational costs and improve client service, while at the same time addressing CRM2 compliance. Equipos has vast experience in delivering automated client reporting and communications systems globally.”

Equipos Coric™ Client Communications is an end-to-end client reporting and communications suite with best practice business process automation tools that increase client reporting process efficiency by 60 to 90%. Coric’s sophisticated report design and build tools empower business users to create and modify marketing-quality reports without technical assistance. Data can be aggregated from any source into personalized client communications that are distributed on paper, online or to a mobile device. Coric’s easy-to-use dashboards and out-of-the-box workflows allow clients to effectively monitor report delivery.