Buy-Side Technology Awards 2013: Best Buy-Side Client-Reporting Platform—Equipos
“The work we’re doing on client-meeting packs is an interesting example,” says Alan Hamilton, Equipos’ CEO. “The task of manually compiling information into a meaningful form can turn into a labor-intensive, cut-and-paste mess in Microsoft PowerPoint, which lacks auditability and consistency. Quite often the information presented in a client-meeting pack differs from the information provided in the client report. When the client-reporting process is automated, it is possible to marry the client-meeting pack with the report, automatically extracting data from the same source to ensure matching content.”
Coric’s data-modeling tool collates, manipulates and maps data, retrieving and validating it on-demand, from any data source, to generate reports. Checks for missing or surplus data occur automatically, to ensure accuracy, integrity, and consistency.
Joining the cloud revolution, the platform-as-a-service version of Coric was launched in December 2012 using Windows Azure, winner of this year’s cloud provider category. In tests, Coric rendered 1 million 16-page reports in 12 hours in the Azure environment. Using a hybrid infrastructure, client data can remain on-site while processing occurs in the cloud, which appeals to investment management clients with specific data security concerns.
Equipos has grown its headcount by 30 percent since June of 2012, and has added 10 new Coric Client Communications clients, including NT Global Investments, HSBC Global Asset Management, and TD Asset Management.
TD managing director Cynthia Seebach says the firm’s previous client reporting relied upon data- and process-centric systems that were impacting its ability to offer client-centric service. “Coric provided process automation and business-user empowerment and supports our business by allowing us to scale effectively as we develop new solutions and on-board new clients,” Seebach says. “We foster loyalty by enhancing client experience and exceeding client expectations with custom solutions.”
Equipos Reaction:
“In the last year, we have completed numerous client communications and reporting deployments for private wealth and asset management firms wanting to enrich client experience, drive operational efficiency, and scale without limits. Our innovative solutions, which address web and mobile requirements as well as facilitating personalized, client-centric communications, have been very well received. This third consecutive best client-reporting platform award win is evidence of our commitment to quality and to delivering on promises we make to clients. Our partner Microsoft, named best cloud provider to the buy side this year for its Windows Azure cloud platform, is also delivering outstanding results for Equipos clients. Implementation timescales are down from six to nine months to eight weeks, and infrastructure cost savings of 80 percent or more are now a reality.”
—Alan Hamilton, CEO, Equipos
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Witad Awards 2024: Rising star (vendor) – data, engineering & product development—Roberta Bill, SmartStream Technologies
Roberta Bill, product manager at SmartStream Technologies, wins rising star (vendor) – data, engineering & product development, in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Technology leader of the year (end-user)—Sejal Shah, BNP Paribas India Services
Sejal Shah, director and head of Global Markets IT BNP Paribas India Services, wins technology leader of the year (end-user) in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Reference data professional of the year (end-user)—Ludmilla Morgunova, BNP Paribas
Ludmilla Morgunova, Java developer on BNP Paribas’ Referential Data Platform, wins reference data professional of the year (end-user) in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Vendor professional of the year (trading and risk)—Mina Wallace, SS&C Algorithmics
Mina Wallace, general manager and senior vice president of the risk management business unit at SS&C Algorithmics, wins the vendor professional of the year (trading and risk) in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Above and beyond award (vendor)—Susan Bennett, Tradeweb
Susan Bennett, managing director, global head of product marketing at Tradeweb, wins the above and beyond award (vendor) in the 2024 Women in Technology and Data Awards.
Women in Technology & Data Awards 2024: All the winners and why they won
WatersTechnology honored the winners of the 36 categories in the 2024 Women in Technology & Data Awards, who were announced at a sit-down lunch in London on International Women's Day on March 8.
AFTAs 2023: Best new technology introduced over the last 12 months (data & data services)—SS&C Aloha
Northern Trust: Improving transparency across the asset servicing market
Northern Trust won three categories in the 2023 American Financial Technology Awards. Paul d’Ouville, global head of technology solutions and servicing at Northern Trust, discusses his firm’s fourth consecutive win in the Best reporting initiative…
Most read
- Women in Technology & Data Awards 2024: All the winners and why they won
- Witad Awards 2024: Above and beyond award (vendor)—Susan Bennett, Tradeweb
- Fighting FAIRR: Inside the bill aiming to keep AI and algos honest