Equipos, a provider of technology solutions to private wealth and institutional asset management firms, has opened a new office in Boston, Massachusetts.
The Equipos Coric Client Communications suite provides end-to-end client reporting and communications for global wealth and asset management firms seeking to enhance client experience, gain operational efficiency and reduce costs.
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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, on a regular or ad-hoc basis.
Alan Hamilton, CEO of Equipos, said: "Our business in North America has grown rapidly since we moved to Boston in 2010. North America generates 40% of our total company revenues and our Boston team has increased 10-fold over the past three years.
"Interest in client communications automation is at an all-time high and return on investment is fast; our new North American headquarters will facilitate the delivery of excellent client service to our rapidly growing client base and accommodate future growth."
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