Rathbones selects Equipos-OpenText combination for portal-based multi-channel client communications

Date: 14 Nov 2012


Rathbone Investment Management (Rathbones), a UK provider of discretionary investment management services with ¬£17.35 billion assets under management, has appointed Equipos and OpenText to design, build and maintain the firm’s online and mobile client communications infrastructure.

The revolutionary combination of Equipos Coric Client Communications Suite and OpenText Enterprise Information Management (EIM) software will further enhance client experience for Rathbones’ wealth management clients and intermediaries, by providing access to reports, portfolio valuations and other client communications via the client’s desktop or mobile device.

The award-winning portal-based EIM solution will enable Rathbones to offer anytime, anywhere access to investment performance information in a format and on a device of the client’s choosing, as well as enabling more personal and timely interaction with fund managers.

Paul Chavasse, Head of Investment Management at Rathbones, commented: “Client servicing excellence and client choice are at the heart of Rathbones’ ethos. By communicating effectively with clients, in a way that is relevant, timely and suits their lifestyles, Rathbones is delivering on its promise to enrich client experience. Rathbones, Equipos and OpenText make a great team, and we look forward to a long and rewarding partnership.‚Äù

Andrew Sutcliffe, VP Global Business Development at Equipos, said: “During the twelve years that Rathbones has been an Equipos client, their dedication to client service has not wavered. We are delighted that our global partnership with OpenText will enable us to deliver client reporting transparency, compliance and enriched client experience to Rathbones clients in the future.‚Äù

OpenText’s UK Head of Financial Services Sales, Richard Price, commented: “Through our partnership with Equipos, OpenText is working on a number of exciting new wealth management initiatives in the UK and North America showcasing the real impact of Enterprise Information Management at its best. The integration of Coric with OpenText Portal has created a powerful multi-channel reporting solution that significantly improves the quality of customer relationship management for Equipos and promotes client acquisition and retention.‚Äù

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