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Equipos expands North America operation with new Canadian office


Equipos, a supplier of client communications and client reporting solutions for wealth and institutional asset management firms, has expanded its North American footprint with the opening of new offices at 161 Bay Street in the heart of Toronto’s financial district.

"Expanding into Toronto at this time makes perfect strategic sense," says Alan Hamilton, chief executive at Equipos. "We already have clients and partners in Canada, and interest in our Coric Client Communications solution is at an all time high. Our new base in Toronto will enable us to engage more effectively with wealth and asset managers across the region."
Coric Client Communications is an end-to-end client reporting and communications suite used by buy-side firms to enrich client experience and gain operational efficiency through client reporting automation.
To celebrate the firm’s expansion into Toronto, Equipos is holding its North America Client Communications Conference at the Fairmont Royal York Hotel on 4 June 2013. Sponsored by Deloitte and Genpact Headstrong, in association with the Toronto Financial Services Alliance (TFSA), this free-to-attend conference will focus on innovation and trends in client servicing and communications. Delegates will gain insight into the Toronto financial services sector and receive best practice advice for driving client retention and growth, cutting costs and ensuring ROI.
Keynote speaker Janet Ecker, president of the TFSA, will lead the line-up of thought leadership speakers and panelists including Deloitte, Equipos, TD Asset Management and Microsoft.

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