Rathbones raises customer service bar with Equipos client reporting
New Coric system is quick to implement and flexible to use
15 January 2006, Wolverhampton, UK – Equipos Limited has announced the successful implementation of its client reporting solution by Rathbones Investment Management. Rathbones is one of the oldest and largest providers of independent investment and wealth management services in the UK. Rathbones generates tens of thousands of client reports every quarter and as many tax packs in April.
Equipos Coric Straight Through Reporting (STR) was implemented in a very short timeframe, to accommodate an immovable deadline – production of the December client reporting run. Equipos Coric STR will enable Rathbones to provide more innovative and comprehensive reporting. The product’s unparalleled scalability will accommodate significant growth in client numbers, providing superior quality output through alternative distribution channels – print and online.
According to David Phelps, Senior Operations Manager at Rathbones “The Equipos solution will meet all requirements. It has the flexibility to be moulded, to provide a very close fit to our environment. Our timeline was very ambitious, requiring the new system to process the December client reporting run. What really sold us on Coric client reporting was the experience, knowledge and peace of mind offered by the Equipos management team. The value of working with an IT supplier who appreciates the presentational implications of changes in CGT or taper relief is immeasurable. Their working knowledge of our business enabled them to step into our shoes, truly understand our vision for the future and develop a solution that would ensure we are successful.”
Damian Bryan, Equipos Managing Director, said “We are very proud to be working with one of the most established financial institutions in the country. Equipos is at the forefront of development in the client reporting field and we look forward to working with Rathbones to deliver premium results to their customers, now and in the future.”
For more information email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call Nicola Cowburn on 0207 153 1090