Upgrade for client reporting
9 March 2010
FAIRBAIRN PRIVATE BANK ENHANCES THE DELIVERY AND
PRESENTATION OF CLIENT COMMUNICATIONS WITH EQUIPOS
STR
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”.
Ends
About Equipos
Equipos is a leading
international supplier of specialist client reporting, document
management and business process management solutions for
institutional and private client investors, and wealth managers.
Founded in 1999, the company’s deep-rooted knowledge of the
financial sector has enabled Equipos to design, develop and deliver
outstanding solutions to industry leaders such as Cazenove Capital
Management, Fairbairn Private Bank, Hargreave Hale, Jupiter Asset
Management, Northern Trust, Rathbones and Rensburg
Sheppards.
About Fairbairn Private Bank
Fairbairn
Private Bank operates a comprehensive private and personal banking
operation on behalf of a wide range of clients. These include
private individuals, non-trading companies, trusts, governments and
institutional investors. A full range of banking, investment, trust
and corporate services can be accessed through its offices in the
Jersey, Isle of Man, London and its representative office in South
Africa. Fairbairn Private Bank is a member of the Old Mutual Group
and has won many awards including 2009 Best International Wealth
Manager. For the sixth consecutive year Fairbairn Private Bank has
been granted a Best Companies Accreditation and is ranked 8th in
the 2010 Sunday Times 100 Best Small Companies to Work For
listing.