Equipos Wins Top Wealth Management Award for Outstanding Impact on Client Experience

BOSTON and LONDON, May 9, 2013 /CNW/ - Equipos, the leading global supplier of client communications and client reporting solutions, has been named "Best Front Office Solution" at the inaugural WealthBriefing Awards 2013 ceremony in London.

The awards, organized by ClearView Financial Media and presented by BBC newsreader Sophie Raworth at the Royal Courts of Justice in London, recognize innovation and excellence in the global private banking, wealth management and trusted advisor communities.

According to Stephen Harris, WealthBriefing's Publisher and Managing Director of ClearView, "These awards, judged by an independent panel of eminent wealth management practitioners from global financial institutions, are unique in that they focus solely on the client experience, not quantitative performance metrics. They recognize the very best operators in the private client industry."

"Equipos impressed the judges by the high quality of its offering. The firm sets very high standards, promoting best practice in the industry through thought leadership, and running feedback meetings that are chaired by clients - a real sign that Equipos takes its clients very seriously," said Harris.

Commenting on the firm's triumph, Alan Hamilton, CEO, Equipos, said: "We are delighted to have won this prestigious award judged by so many highly regarded industry experts.  Historically considered a back office solution, client reporting has become a front office concern in the private wealth sector due to the significant impact it can have on client experience. Equipos has a strong and growing base of wealth management clients in the UK, and is beginning to make inroads into this sector in North America."

This award follows the Waters Buy-Side Technology "Best Client Reporting Platform" award, which Equipos won for the second time in November 2012, and the American Financial Technology "Best Client Reporting Initiative" accolade that was awarded to Equipos client Northern Trust in December 2012.

About Equipos Coric (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
Lucy Heavens

Profil de l'entreprise

Equipos Ltd

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