Equipos, the leading global supplier of client communications and client reporting solutions, has been awarded ‘Best Client Reporting Solution’ at the 2013 Systems in the City awards ceremony in London for its best-in-class Coric™ Client Communications suite. To qualify for entry, Coric had to satisfy the stringent requirements of the GoodAccreditation Standard, which validates the quality of Equipos products and services.
Since 1999 Equipos has delivered enterprise-scale client communications solutions to more than 65 private wealth and institutional asset management firms, enabling them to improve client service, enrich client experience and gain operational efficiency through client reporting automation.
Coric Client Communications empowers client services staff to create personalized, marketing-quality client reports, fund fact sheets, client meeting packs, presentations and other client communications, without recourse to IT, on a regular or ad-hoc basis. These communications can be published online, via dynamic web portals, to any mobile device or as paper-based documents.
Equipos has achieved significant award success with its Coric Client Communications suite, having won four accolades in the last eight months:
- Best Client Reporting Solution 2013 – Systems in the City
- Best Front Office Solution 2013 – WealthBriefing Europe, awarded for Coric’s outstanding contribution to enriching client experience
- Best Client Reporting Platform 2011 & 2012 – Waters Buy-Side Technology, awarded for excellence in client reporting technology
- Best Client Reporting Initiative – American Financial Technology Award, won by Equipos client Northern Trust for the quality and effectiveness of the firm’s Coric-based solution
According to Stephen Pinner, Managing Director at Goodacre UK, “The use of effective technology within the financial services sector is vital to meet the demands of clients and to comply with current legislative and regulatory requirements. These awards, judged by an independent panel of industry experts, recognize the exceptional achievements of the solution providers in the industry.”
Alan Hamilton, CEO at Equipos commented: "Our extensive award success is a credit to the dedication and expertise of our staff and business partners. Our clients are actively involved in shaping the evolution of our solutions, through regular user groups, workshops and forums, which has resulted in the high level of quality and functionality Coric has today.”