View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. Technology
November 11, 2009

Northern Trust to provide client communications for investment operation outsourcing clients

To deploy Equipos Coric STR software as part of service

By CBR Staff Writer

Northern Trust said that it will provide investment operation outsourcing clients with an array of new client communications capabilities through an agreement with Equipos, a supplier of client reporting and marketing communications software, including document management and business process management for investment managers.

The company said that Equipos was created for investment managers and supports requirements including custom branding and white-labeling, investment commentary, sophisticated graphic rendering capabilities and workflow across a broad range of client communications. The capabilities will be integrated within Northern Trust’s asset servicing platform.

Under the agreement, Northern Trust will deploy the Equipos Coric STR software as part of its Investment Operations Outsourcing service. The software provides investment management client communications such as tailored and client reporting; fund fact sheets, pitch books and other marketing collateral; and supports output formats including web reporting, video links and graphics.

Dan Houlihan, head of product and strategy at Northern Trust, said: Client communication has never been more important to investment managers, who must navigate volatile financial markets while providing comprehensive data, analysis and advice to ease the uncertainty that investors are feeling.

“Our agreement with Equipos keeps Northern Trust clients on the forefront of client communications by enabling timely, sophisticated communications through print, web and video channels.

Content from our partners
How designers are leveraging tech to apply the brakes to fast fashion
Why the tech sector must embrace faster, smarter talent recruitment
Sherif Tawfik: The Middle East and Africa are ready to lead on the climate

Topics in this article :
Websites in our network
Select and enter your corporate email address Tech Monitor's research, insight and analysis examines the frontiers of digital transformation to help tech leaders navigate the future. Our Changelog newsletter delivers our best work to your inbox every week.
  • CIO
  • CTO
  • CISO
  • CSO
  • CFO
  • CDO
  • CEO
  • Architect Founder
  • MD
  • Director
  • Manager
  • Other
Visit our privacy policy for more information about our services, how New Statesman Media Group may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.
THANK YOU