Equipos today announces that Fairbairn Private Bank, a multi award-winning private bank with offices in London, Jersey, Isle of Man and South Africa, has upgraded its client communications processes with the addition of Equipos Coric Straight Through Reporter (STR).
Fairbairn Private Bank is a long-standing Equipos client, having deployed the company's Coric Document Manager solution to generate client valuations across its business more than eight years ago.
Equipos Coric STR is an advanced client reporting platform incorporating sophisticated data modelling, data maintenance, document design and report production. Client report templates are built quickly and easily to produce engaging client reports with rich, business rule-driven content.
According to Ian Ansell, systems manager at Fairbairn Private Bank, "We have known the Equipos team for many years, and always felt our business was highly valued. When looking for a more comprehensive reporting solution to deliver tailored and structured reports, efficiently and with greater visual impact, Equipos was the obvious partner. Operationally they have provided us with a much more stable client reporting platform, with faster delivery. We are now able to capture data from source systems, validate it, generate reports, apply post production checks and authorisations and distribute within a few hours. The benefits to our clients are considerable; their reports will be more presentable, appealing and digestible, and in the future we will be able to offer alternative delivery methods."
Alan Hamilton, CEO of Equipos, comments, "We have enjoyed a long, successful partnership with Fairbairn Private Bank and are delighted they and their clients are benefiting from this major functional improvement to their operation. The financial markets are undergoing a period of unprecedented change, and effective communication is essential to ensure business growth and retention".