Automated and customized client communications
The customer-facing nature of wealth management firms puts the need for automated client communications and reporting front-and-center. To deliver these high volumes in an automated and timely fashion requires a modern client reporting system.
SimCorp Coric is an award-winning, automated client communications solution that integrates with any data source including SimCorp Dimension or any other front-to-back solution. SimCorp Coric helps you increase transparency and communicate more effectively with your clients. Track and explain the source of investment performance with easily produced top quality targeted client reports, requiring minimal manual input.
High volume customized reporting
We live in an age of increasing personalization and consumers are demanding it in more and more aspects of their lives. You can no longer send out generic reports in a one-size-fits-all approach. Instead, you need to improve your clients’ experience with customized reporting to present the most relevant information to them. To do this efficiently and accurately, you need a system that is founded on automation, capable of supporting high volumes, as well as allowing scalability to support a global operating model.