Client Reporting and Servicing

17th & 18th November 2010, Mandarin Oriental, London

Client Reporting and Servicing is administered by Osney Media.
Sponsorship

With the cream of the industry attending Client Reporting & Servicing for Investment Management Companies, this is your prime opportunity to get your products and services in front of the people who count.

 

We offer a series of different sponsorship packages – ranging from Gold Sponsorship with maximum exposure, to our exhibition package which provides an excellent platform for interacting with the delegates.

 

We believe that each company has different expectations and objectives when they approach events, and will always do our best to meet them. If you would like to discuss sponsorship and exhibition opportunities please contact Richard Leach on +44 (0) 20 7336 4600 or email richard_leach@osneymedia.com.

 

This year, we are delighted to welcome back Equipos, MoneyMate, and Vermilion who sponsored the event in 2009.

 

We are also pleased that Kurtosys is joining them to take part in our most exciting exhibition yet, where delegates will be able to review vendors solutions in a few easy steps.

 

 

 

Vermillion highly rates Osney Media. The networking, content and value of the event was superb, and is highly recommended.”

Simon Cornwell, Vermilion

 

 

 

Click here to see who attends Client Reporting & Servicing for Investment Management Companies


 

Sponsors:

Equipos is a leading international supplier of client communications and client reporting solutions for wealth managers, investment and asset management companies. Founded in 1999, our deep-rooted knowledge of the financial sector enables Equipos to design, develop and deliver best-in-class online and printed client communication solutions, in a very short timescale.

Equipos provides private client and institutional solutions for European and North American clients. We empower clients to work more effectively, securely, intelligently and profitably, enabling them to deliver first class service to their exclusive clientele. Quality, flexibility, professionalism and expertise are the hallmarks of our success.

Our client list includes: Northern Trust, Chicago; American Century, Kansas City; Cazenove Capital Management (JP Morgan), London; Jupiter Asset Management, London; Rathbone Brothers, Liverpool; Rensburg Sheppards, London; Fairbairns Private Bank, Isle of Man; Lupus Alpha, Frankfurt; Bank Julius Bar, Geneva; LCF Rothschild, Paris.

More info: www.equipos.co.uk

MoneyMate is a specialist provider of fund data management services to the global asset management community. We enable our customers to manage the quality, accuracy and consistency of their product data so that they can reduce inconsistencies, control the process and save time and costs. Our systematic solution for managing and distributing the full spectrum of product information for funds enables our clients to create a “Product Master” for complete management, oversight and control of their own product information.

MoneyMate has built up domain expertise over 20 years in the funds research and analysis business for advisors in the European market. Our technology and processes have been specifically developed to work with the asset manager’s data universe. Our customers have been able to demonstrate clear ROI in terms of headcount savings, cost savings, elimination of manual processes and faster time to market.

More info: www.moneymate.com

Kurtosys’ solutions are closely linked to reporting operations, relationship management; investment performance and portfolio analytics.  Coupled with robust data management, underpinned with strong workflow, the solution stack ensures a timely delivery to the client of accurate information, represented in a high quality format, supporting and promoting an organisation's brand.  Rich Internet Applications (RIA) providing functionality for client reporting; web content management; marketing materials; secure web portals; web-based analytics and presentation management tools are supported by a single, scalable, data repository designed to handle structured and unstructured content, documents and data.

Organisations can deploy the platform as an enterprise solution; hosted software; managed service or Business Process Outsourcing (BPO) service.

More info: www.kurtosys.com

Vermilion Software is a specialist provider in Client Communications, serving the global Asset Management industry with its market leading and award winning product, Vermilion Reporting Suite (VRS).

VRS is a comprehensive reporting solution with integrated Workflow, Process control, Report Generation, Commentary, Data Warehouse, Data Gateway and Web Portal services. VRS empowers client service professionals to create multilingual, graphical and marketing-quality standardised templates that deliver personalised client reports, promoting efficiencies throughout organisations.

Through our extensive knowledge of both Client Reporting and the Asset Management industry, Vermilion Software sets the standard for implementation, product training and support, and delivers excellence in Client Communication.

Vermilion Software has offices in London and New York.

London: +44(0)20 7234 3080

New York: +1-212-710-1324

Vermilion Software – First for Client Reporting

More info: www.VermilionSoftware.com

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