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.
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.