SimCorp Coric

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Overview

SimCorp Coric is a single platform that manages enterprise-wide investor communications. It automates manual processes, keeps accurate records, and allows you to standardize your traditional reporting methods as well as your sales and marketing materials.

Our Core Platform provides access to three modules covering Client Reporting, Sales Enablement, and next generation Portal.

Key Features

Using SimCorp Coric introduces a robust and repeatable workflow across all your business units that produce client-facing materials, ensuring the accuracy and consistency of communications across all distribution channels.

The Core Platform will accept data in any format and serves as the hub for three complementary client communications modules: Reporting, Sales Enablement, and next-generation Portal.

The platform’s integrated approach frees you to focus on output and usage, rather than creation. Multiple business units can make use of the centralized approach that ensures consistency and accuracy across investment reporting deliverables.

The platform’s use of digital delivery channels facilitates a self-service approach to client communications that alleviates operational strain and improves customer satisfaction. This is further enhanced through usage analytics that help you identify key investor trends that enable you to tailor the service you provide.

When you place the communications function at the heart of your firm’s operations, you enhance your client experience and make regular interaction a priority.

With SimCorp Coric, your client communications will be:

• Accurate

• Consistent

• Efficient

• On brand

• Channel agnostic

Key Benefits

EFFICIENCY

A unified system that works across all your business units can improve workflow, reduce duplication and

eliminate unnecessary effort.

COMPLIANCE

A built-in data validation process reduces duplication and data inconsistencies. This allows approved and

compliant messages to be delivered to clients, regulators, and stakeholders across the business.

CLIENT EXPERIENCE

Effective communication is essential for improving the client experience. SimCorp Coric puts the necessary tools in the hands of those who are closest to the clients because they are best placed to respond to their unique needs.

PROTECT AND GROW

Simplifying and modernizing your client communications when combined with our new next-generation portal, transforms the function from back-office administration into a revenue-driven hub that can help investment management businesses grow.

WORKLOAD

Using one platform across the business lowers training costs and mitigates key-person dependency. It also reduces the effort required to produce client-facing materials as design and layout is a one-time exercise.

COST

Adopting a single platform can help to achieve significant cost savings from a maintenance, integration and licensing perspective.