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: EDM professional of the year—Neslihan Yegul, S&P Global Market Intelligence
Neslihan Yegul, vice president, head of EDM and thinkFolio at S&P Global Market Intelligence, wins EDM professional of the year in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Technology innovator of the year (end-user)—Laura Hamilton, Bank of America
Laura Hamilton, global head of corporate treasury, credit risk, climate risk, and financial forecasting technology at Bank of America, wins technology innovator of the year (end-user) in the 2024 Women in Technology and Data Awards.
Witad Awards 2024: Vendor professional of the year (data and operations)—Joanna Davies, OSTTRA
Joanna Davies, head of trade processing at OSTTRA, wins vendor professional of the year (data and operations) in the 2024 Women in Technology and Data Awards.
Sell-Side Technology Awards 2024: Best sell-side front-office platform—Bloomberg
Product: Bloomberg TOMS
Most read
- Chris Edmonds takes the reins at ICE Fixed Income and Data Services
- Deutsche Börse democratizes data with Marketplace offering
- Sell-Side Technology Awards 2024: All the winners