Client Reporting & Client Communications

Equipos understands the client reporting challenges faced by private banks and institutional investment firms. Our Coric Client Communications Suite enables private wealth and asset management organizations to present increasingly complex portfolio data to their clients quickly, professionally and cost-effectively. 

Empowering client services
Using Coric, client services teams have the flexibility to respond rapidly to the needs of their clients, producing or adjusting client reports on demand without involving technical staff.

Coric increases transparency across the entire client reporting structure and promotes the single client view. At a glance, client services managers can view all commitments made to clients, eliminating their reliance on IT professionals and allowing them to focus on core competencies.

Automated reporting processes
Coric reduces manual processes, which eliminates human error, mitigates operational risk and allows client reports to be delivered earlier in the reporting cycle.

Short time to value
Coric is quick to implement and operational savings are soon realized. Less time and resource is required to produce reports, response times are improved and IT personnel can focus on other business critical projects.

Multi-client/tenant support
Because client data is segregated within a single deployment stack, Coric supports even the most diverse customer base. Stringent security measures control user access and ensure data privacy between distinct clients.

Adaptable, tailored reports
While capable of handling vast volumes of client reports and documentation, Coric allows for the tailoring and personalization of individual reports on an as-needed basis – without the assistance of IT. Your clients will experience the personal touch they demand.
 
Choice of delivery mechanism
Clients may choose between print, web or video, including delivery to mobile devices and Smartphones, and they can determine the frequency of such deliveries. In times of economic uncertainty, your clients will feel secure knowing their financial data is available how they want it, when they want it.
 
Stronger branding
Visual presentation counts, and Coric enables you to make a lasting impression through delivery of highly appealing, personalized and branded client communications. Information is presented in a more understandable format due to the versatility of data sourcing, and marketing materials will be more engaging and consistent than ever before.

Limitless scope for business growth
Coric's unique processing engine empowers private banks and institutional investment firms to process very large volumes of reports quickly, efficiently and accurately.

Automatic report generation enables report volumes to grow with little increase in human resource. The unparalleled scalability of the Coric Client Communications infrastructure enables clients to onboard new clients simply by adding additional drones (CPUs).