Equipos Coric will replace the bankâs current client reporting system enabling more effective, automated generation and distribution of sophisticated, high quality and highly tailored reports. These reports will be delivered across different time zones and support all output formats.
Following a vigorous review of alternative reporting solutions the bank selected Equipos Coric for security, scalability, ease-of-use, breadth of functionality and delivery of a global client communications platform within one technical framework.
The Equipos solution was created specifically for investment managers. It supports complex requirements including custom branding and white-labelling, investment commentary, sophisticated graphic rendering capabilities and workflow across a broad range of client communications.
Alan Hamilton, CEO at Equipos, comments: âThis replacement contract with one of the largest global financial institutions in the world is testament to the fact that our client communications suite is now the established international, industry-leading platform. With Coric we can help investment managers differentiate themselves, whilst serving their clients better through enhanced client communication across multiple channels.â