Global Success

    Some of the world’s most prestigious private banks and institutional investment firms depend on Equipos Coric to execute their global client communications strategy.

    Spanning North America, Europe and Asia Pacific, Equipos Coric clients offer exceptional client service to their clients through effective communications, deliver top quality reporting via multiple channels and significantly improve operational efficiency through process automation and best practice methodologies.

    Over 50 financial firms use Equipos Coric, including:

    • Northern Trust
    • Quilter
    • Rathbone Brothers Plc
    • Hermes Fund Managers
    • Investec Wealth and Investment Ltd (formerly Rensburg Sheppards) 
    • Jupiter Asset Management
    • Fairbairn Private Bank

    Equipos Coric is also used by non-financial clients to automate client communications and achieve cost-effective document management.