List of SimCorp Client Communications Customers
Copenhagen, 2300,
Denmark
Since 2010, our global team of researchers has been studying SimCorp Client Communications customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SimCorp Client Communications for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SimCorp Client Communications for CRM and Investor Relationship Management include: Hobson Prior International, a United Kingdom based Banking and Financial Services organisation with 2630 employees and revenues of $1.35 billion, GAM Holding, a Switzerland based Banking and Financial Services organisation with 605 employees and revenues of $248.4 million, Genesis Investment Management, a United Kingdom based Banking and Financial Services organisation with 59 employees and revenues of $79.0 million, Scotia Funds, a Canada based Banking and Financial Services organisation with 60 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using SimCorp Client Communications, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SimCorp Client Communications customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
GAM Holding | Banking and Financial Services | 605 | $248M | Switzerland | SimCorp | SimCorp Client Communications | CRM and Investor Relationship Management | 2019 | n/a |
In 2019 GAM Holding signed a licence agreement with SimCorp to consolidate front and middle office systems, selecting SimCorp Dimension IBOR, SimCorp Gain and SimCorp Coric as part of the program and including SimCorp Client Communications. SimCorp Client Communications was positioned within the CRM and Investor Relationship Management category to centralise portfolio, risk and client reporting across GAM's global operations.
The implementation scope included deploying SimCorp Dimension to establish a single investment book of record for portfolio and position data, deploying SimCorp Gain to standardise accounting and performance workflows, and deploying SimCorp Coric as the client communications engine to orchestrate report composition and distribution. Functional capability emphasis for SimCorp Client Communications focused on templating, automated report generation and scheduled distribution to support investor reporting workflows.
Deployment was structured as a consolidation of front and middle office processing to create a centralised reporting architecture, with the transition beginning in early 2020 and a go-live estimated within the following 12 to 24 months. Operational coverage targeted portfolio management, risk and client reporting teams across GAM's global sites, with data flows routed from the IBOR and accounting modules into the client communications layer.
Governance and process changes centred on aligning data models between core investment systems and the reporting layer, sequencing phased rollouts to protect operational continuity, and centralising client reporting workflows. The initiative explicitly targeted reduced complexity and an improved client reporting experience as primary outcomes of the SimCorp Client Communications deployment.
|
 |
Genesis Investment Management | Banking and Financial Services | 59 | $79M | United Kingdom | SimCorp | SimCorp Client Communications | CRM and Investor Relationship Management | 2016 | n/a |
In 2016, Genesis Investment Management implemented SimCorp Client Communications as a UK project to automate and accelerate client reporting. The deployment leveraged SimCorp Coric capabilities to drive automated report generation and distribution within the SimCorp Client Communications environment, aligning application functionality with the CRM and Investor Relationship Management mandate.
SimCorp Client Communications was configured to support automated report generation, scheduled production, formatting and distribution workflows, and templated investor statements and performance reports. Configuration work focused on mapping portfolio and performance data into repeatable report templates and establishing automated orchestration for periodic and ad hoc client communications.
The implementation integrated SimCorp Client Communications directly with Genesis Investment Managements CRM and a centralized data warehouse to source client master data, holdings, and performance metrics for reporting. Operational scope covered client reporting and investor relations functions across the UK-based firm, consolidating report production into a centralized process and reducing manual handoffs.
Governance and process changes reorganized report production workflows to centralize creation and approval, moving control into the SimCorp Client Communications environment and reducing manual reconciliation. The project delivered faster, automated report generation and an estimated greater than 40% improvement in client reporting efficiency.
|
 |
Hobson Prior International | Banking and Financial Services | 2630 | $1.3B | United Kingdom | SimCorp | SimCorp Client Communications | CRM and Investor Relationship Management | 2018 | n/a |
In 2018, Heartwood, the asset management arm of Handelsbanken UK, began implementing SimCorp Client Communications, also known as SimCorp Coric, for its UK private client business. The program was executed as a two year strategic initiative and reached completion in 2020. This implementation is categorized under CRM and Investor Relationship Management and targeted modernization of client reporting and digital engagement workflows.
Heartwood configured SimCorp Client Communications to provide audited, automated client reporting and self service digital channels, aligning communication orchestration with investor reporting processes. Functional capabilities implemented included client reporting automation, templated report generation with audit trails, and client-facing digital engagement modules to support timely delivery and visibility of reports. The platform served as a centralized client communications layer for private client reporting use cases.
Operational scope was confined to Heartwood’s UK private client business, where the rollout consolidated reporting and digital engagement under the CRM and Investor Relationship Management solution. The deployment emphasized governance around audited report delivery and digital self service, reshaping workflow ownership between investment reporting and client servicing teams. The project timeline and governance were organized as a strategic program spanning 2018 to 2020.
Outcomes explicitly delivered were audited, automated client reporting and self service digital channels intended to improve client experience and reporting timeliness. No implementation partner is specified in the source material.
|
 |
|
Banking and Financial Services | 60 | $10M | Canada | SimCorp | SimCorp Client Communications | CRM and Investor Relationship Management | 2013 | n/a |
|
Buyer Intent: Companies Evaluating SimCorp Client Communications
- Espa-Fil Import & Export, a Philippines based Consumer Packaged Goods organization with 42 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||