CC&L chooses SimCorp to deliver integrated client communications
Connor, Clark and Lunn Financial Group (CC&L) has picked SimCorp Coric to deliver integrated client communications and reporting to its affiliates around the world, reports Jane Connolly.
The wealth management firm has updated its client reporting tool
To ensure future sustainability, CC&L needed to replace its existing in-house developed client reporting tool with a fully automated, scalable client communications and reporting platform, with the aim of delivering increased control and operational efficiency.
Matthew Mak, director, Information System for CC&L, stressed the importance of communications to the overall client experience: “Leveraging a single platform to deliver our investment reporting and marketing materials will enable us to deliver consistent, accurate and timely communications to our clients, both efficiently and more cost-effectively,” Mak says.
Stuart Keeler, managing director at SimCorp Coric, says, “Many firms are still struggling with a fragmented approach to their communications and reporting.”
Having identified SimCorp Coric as a best-of-breed solution, following an extensive review of its existing processes and technology, CC&L aims to increase operational agility by bringing the production of a range of materials across all the businesses onto a single platform.
