SimCorp Coric
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For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
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Speak with an analyst
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HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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.