Rathbones Selects Equipos-OpenText Combination for Portal-Based Multi-Channel Client Communications
Poster: SySAdmin
Posted on November 14, 2012 at 8:21:01 AM
Rathbones Selects Equipos-OpenText Combination for Portal-Based Multi-Channel Client Communications
BOSTON and LONDON, November 14, 2012 /PRNewswire/ --
Rathbone Investment Management (Rathbones), a leading UK provider of discretionary
investment management services with GBP17.35 billion assets under management, has
appointed Equipos and OpenText to design, build and maintain the firm's online and mobile
client communications infrastructure.
The revolutionary combination of Equipos Coric Client Communications Suite and
OpenText Enterprise Information Management (EIM) software will further enhance client
experience for Rathbones' wealth management clients and intermediaries, by providing
access to reports, portfolio valuations and other client communications via the client's
desktop or mobile device.
The award-winning portal-based EIM solution will enable Rathbones to offer anytime,
anywhere access to investment performance information in a format and on a device of the
client's choosing, as well as enabling more personal and timely interaction with fund
managers.
Paul Chavasse, Head of Investment Management at Rathbones, commented: "Client
servicing excellence and client choice are at the heart of Rathbones' ethos. By
communicating effectively with clients, in a way that is relevant, timely and suits their
lifestyles, Rathbones is delivering on its promise to enrich client experience. Rathbones,
Equipos and OpenText make a great team, and we look forward to a long and rewarding
partnership."
Andrew Sutcliffe, VP Global Business Development at Equipos, said: "During the twelve
years that Rathbones has been an Equipos client, their dedication to client service has
not wavered. We are delighted that our global partnership with OpenText will enable us to
deliver client reporting transparency, compliance and enriched client experience to
Rathbones clients in the future."
OpenText's UK Head of Financial Services Sales, Richard Price, commented: "Through our
partnership with Equipos, OpenText is working on a number of exciting new wealth
management initiatives in the UK and North America showcasing the real impact of
Enterprise Information Management at its best. The integration of Coric with OpenText
Portal has created a powerful multi-channel reporting solution that significantly improves
the quality of customer relationship management for Equipos and promotes client
acquisition and retention."
About Equipos
Equipos is a leading international supplier of automated client communications and
client reporting solutions with historical roots in the private client and investment
reporting sector.
Equipos Coric(TM) empowers client services staff to create visually appealing client
reports and other client communications without recourse to IT. Equipos Coric increases
operationally efficiency, enhances client service and supports regulatory compliance.
Equipos Ltd
CONTACT: Press Contact: Lucy Heavens +44(0)1344-701988, Andrew Sutcliffe +1-617-273-8036, Email press@equiposgroup.com
BOSTON and LONDON, November 14, 2012 /PRNewswire/ --
Rathbone Investment Management (Rathbones), a leading UK provider of discretionary
investment management services with GBP17.35 billion assets under management, has
appointed Equipos and OpenText to design, build and maintain the firm's online and mobile
client communications infrastructure.
The revolutionary combination of Equipos Coric Client Communications Suite and
OpenText Enterprise Information Management (EIM) software will further enhance client
experience for Rathbones' wealth management clients and intermediaries, by providing
access to reports, portfolio valuations and other client communications via the client's
desktop or mobile device.
The award-winning portal-based EIM solution will enable Rathbones to offer anytime,
anywhere access to investment performance information in a format and on a device of the
client's choosing, as well as enabling more personal and timely interaction with fund
managers.
Paul Chavasse, Head of Investment Management at Rathbones, commented: "Client
servicing excellence and client choice are at the heart of Rathbones' ethos. By
communicating effectively with clients, in a way that is relevant, timely and suits their
lifestyles, Rathbones is delivering on its promise to enrich client experience. Rathbones,
Equipos and OpenText make a great team, and we look forward to a long and rewarding
partnership."
Andrew Sutcliffe, VP Global Business Development at Equipos, said: "During the twelve
years that Rathbones has been an Equipos client, their dedication to client service has
not wavered. We are delighted that our global partnership with OpenText will enable us to
deliver client reporting transparency, compliance and enriched client experience to
Rathbones clients in the future."
OpenText's UK Head of Financial Services Sales, Richard Price, commented: "Through our
partnership with Equipos, OpenText is working on a number of exciting new wealth
management initiatives in the UK and North America showcasing the real impact of
Enterprise Information Management at its best. The integration of Coric with OpenText
Portal has created a powerful multi-channel reporting solution that significantly improves
the quality of customer relationship management for Equipos and promotes client
acquisition and retention."
About Equipos
Equipos is a leading international supplier of automated client communications and
client reporting solutions with historical roots in the private client and investment
reporting sector.
Equipos Coric(TM) empowers client services staff to create visually appealing client
reports and other client communications without recourse to IT. Equipos Coric increases
operationally efficiency, enhances client service and supports regulatory compliance.
Equipos Ltd
CONTACT: Press Contact: Lucy Heavens +44(0)1344-701988, Andrew Sutcliffe +1-617-273-8036, Email press@equiposgroup.com