CLIENT COMMUNICATIONS

SIMCORP CORIC

Empower business users to prepare reports easily and quickly

SimCorp Coric Client Communications Manager

Anytime, anywhere access and self-service custom report delivery

Automate your client communication and reporting

SimCorp Coric Client Communications allows you to define, schedule, produce and distribute report books to numerous recipients in multiple output formats. The solution is used in combination with SimCorp Coric Web Reporter.

Deliver best-in-class custom online reporting

Offering you an unprecedented, integrated platform for report book production, SimCorp Coric Client Communications allows you to design, schedule, and produce brochure-quality report books that can be sent to your stakeholders in multiple output formats and through different distribution channels – even mobile devices. Manage your entire client, fund, management and regulatory report production process, from data generation to report delivery, in one place with efficiency and confidence.

Handle compliance with confidence and control

With SimCorp’s client communications solution, your entire automated client management and report process is fully audited to ensure transparency and compliance. The flexible process management toolset allows processes and jobs to be customized with precision and ease, to meet changing regulatory report requirements and standards.

Multi-channel report delivery

In print, online or to a mobile device, the solution allows you to build and publish interactive documents and data online. Alternatively, a fully interactive portal environment can be created to further enrich client experience.

Key Benefits

    • Enables your client services teams and relationship managers to spend more time engaging with clients than preparing reports
    • Provide flexibility, save time, and improve client experience.
    • Ensure timely and accurate production of pitch books and client meeting packs. High net worth clients can view portfolios whenever and however they want to, via web browser or mobile device.
    • Delivers transparency, ensures disclosure, and records audit trails that support MIFID II, CRM2, KIID, and other regulations.
Product Brochure
SimCorp Coric Client Communications Manager

SimCorp Coric Client Communications allows you to define, schedule, produce and distribute report books to numerous recipients in multiple output formats. The solution is used in combination with SimCorp Coric Web Reporter.