Equipos Announces Latest Client Communications Win in North America

By Equipos, PRNE
Monday, July 11, 2011

BOSTON, July 12, 2011 -


Equipos Inc., the leading global provider of client
communications and reporting solutions, today announced a
significant client reporting contract win with one of Chicago’s
premier institutional investment firms.

Under the terms of the agreement the Equipos Coric Client
Communications suite will be deployed to create a fully automated
client reporting platform that will streamline the report
production cycle and enable high quality report distribution via
multiple channels, whilst reducing operational costs and increasing
accuracy. Client services users will have the flexibility to
develop and configure report layouts and design without recourse to
technical staff, and the Equipos solution has the scalability to
accommodate growth in the company’s client base over time.

Additionally, Coric will provide advanced workflow capabilities
with dashboard control, enabling the client to rapidly design and
configure reporting workflow processes. Coric’s easy-to-use
dashboards will facilitate exception-based processing and provide
advanced monitoring of the straight through reporting process.

Coric will replace the firm’s current client reporting system
and will be integrated with its investment processing platform.
System design is already underway and the first monthly and
quarterly report runs powered by Coric will begin later in the

The Coric Client Communications solution was created
specifically for investment reporting. It supports complex
requirements including custom branding and white-labeling,
investment commentary, sophisticated graphic rendering capabilities
and workflow across a broad range of client communications.

Mike Hendy, North America Regional Manager at Equipos, comments:
“We are delighted to add this investment institution to our growing
community of North American clients. We look forward to a
successful implementation and a beneficial business

Alan Hamilton, Equipos CEO and President, says: “This latest
success in North America reflects Coric’s leading position in the
client communications market, fully validating our business
strategy to deliver world-class solutions to the global investment


Equipos is the leading international supplier of automated
client reporting, document management and business process
management solutions for institutional and private client investors
and wealth managers. Equipos designs, develops and delivers
outstanding solutions to industry leading financial institutions
across the globe, and partners with best-in-class technology
partners to deliver value-added solutions. href="www.equiposgroup.com">www.equiposgroup.com

Press Contact:
Nicola Cowburn
+1-617-273-8033 / +44(0)207-933-8720


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