BOSTON, June 3, 2013 /CNW/ - Equipos, the leading global supplier of
client communications and client reporting solutions for wealth and
institutional asset management firms, has expanded its North American
footprint with the opening of new offices at 161 Bay Street, in the
heart of Toronto's financial district.
"Expanding into Toronto at this time makes perfect strategic sense,"
said Alan Hamilton, CEO at Equipos. "We already have clients and
partners in Canada, and interest in our Coric™ Client Communications solution is at an all time high. Our new base in
Toronto will enable us to engage more effectively with wealth and asset
managers across the region."
Coric Client Communications is a multi-award-winning end-to-end client
reporting and communications suite used by buy-side firms to enrich
client experience and gain operational efficiency through client
According to Mike Hendy, Vice President North America at Equipos,
"Toronto is home to many leading financial institutions, which we are
actively engaged with, including Canada's largest banks, many foreign
banks and two of the world's largest life insurers. It is an open and
accessible city, with many characteristics that make it a great place
to do business".
To celebrate the firm's expansion into Toronto, Equipos is holding its North America Client Communications Conference at the Fairmont Royal York Hotel on Tuesday June 4th, 2013. Sponsored by Deloitte and Genpact Headstrong, in association
with the Toronto Financial Services Alliance (TFSA), this
free-to-attend conference will focus on innovation and trends in client
servicing and communications. Delegates will gain insight into the
Toronto financial services sector and receive best practice advice for
driving client retention and growth, cutting costs and ensuring ROI.
Keynote speaker Janet Ecker, President of the TFSA, will lead the
impressive line-up of thought leadership speakers and panelists
including Deloitte, Equipos, TD Asset Management and Microsoft.
Agenda and Speakers
About Equipos (http://www.equiposgroup.com)
Equipos is a leading international supplier of automated client
communications and client reporting solutions for wealth management and
institutional investment management firms, third party administrators
and global custodians. Equipos Coric™ empowers client services staff to create personalized,
marketing-quality client reports, fund fact sheets, client meeting
packs, presentations and other client communications without recourse
to IT. Founded in 1999, Equipos is a private company with offices in
North America and the UK. Clients are served directly by Equipos or via
our rapidly expanding global partner network.
SOURCE: Equipos Ltd
For further information:
Jessica Allen, +1-617-273-8033
Lucy Heavens, +44(0)1344-701988