Equipos (now SimCorp Coric), the leading global supplier of client communications and client reporting solutions for wealth and institutional asset management firms, has expanded its North American footprint with the opening of new offices at 53 State Street. Senior executives from Equipos (now SimCorp Coric) will welcome key clients at a grand opening ceremony at the office, which is located in the heart of Boston’s financial district.
“Our business in North America has grown rapidly since we moved to Boston in 2010,” said Alan Hamilton, CEO at Equipos (now SimCorp Coric). “North America generates 40% of our total company revenues and our Boston team has increased 10-fold over the past three years. Interest in client communications automation is at an all-time high and return on investment is fast; our new North American headquarters will facilitate the delivery of excellent client service to our rapidly growing client base and accommodate future growth.”
The multi-award-winning Coric Client Communications suite provides end-to-end client reporting and communications for global wealth and asset management firms seeking to enhance client experience, gain operational efficiency and reduce costs. Coric 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.
To learn more about the benefits and ROI of client reporting automation join Equipos (now SimCorp Coric) on Thursday November 14, 2013, at the Marriott Boston in Newton, Massachusetts for the Technology Solutions for Asset Management (TSAM) conference. TSAM focuses on the needs of buy-side professionals in client reporting, client services, client relationship management and communications. Equipos (now SimCorp Coric) will present our observations on the evolving trends in client communications and reporting. We will also be available to provide best practice tips and advice for asset management firms just embarking on their client reporting initiative.