Transfer Agent Insight

With Transfer Agent Insight from BetaNXT, financial services firms gain a clear, unbiased view of their operations, complete with detailed benchmarks and actionable insights. Quickly pinpoint strengths and areas for improvement across transaction processing, call centers and correspondence—so you can implement targeted enhancements that not only streamline operations but also elevate the shareholder experience.

Streamlined Transaction Processing

BetaNXT streamlines transfer agent operations with random sampling and verification of transactions from the image processing system. Our rules-based platform reviews every detail against your prospectus, industry standards, and IRS and SEC requirements, highlighting what’s working and what can be improved. Our innovative rules-based software ensures consistent processing for thousands of transactions, while root cause analysis offers a clear view of operational efficiency, helping boost performance and reliability.

Superior Call Center Experience

Our call center evaluation delivers powerful business insights by analyzing randomly selected inbound calls to measure CSR performance and client satisfaction. We focus on compliance and security, ensuring every caller receives accurate information while associates follow verification protocols. By capturing the Voice of the Customer through interaction analytics, we offer actionable feedback—backed by third-party expertise—to boost service quality, reduce callbacks, and streamline operations.

Comprehensive Shareholder Correspondence

Our shareholder correspondence review ensures every letter and email delivers clear, accurate, and complete information—even for complex situations. By thoroughly evaluating communications using top-tier scoring methods, we help reduce costly follow-ups and unnecessary call center contacts. You’ll receive actionable feedback on content, clarity and turnaround time, along with insights to simplify processes and enhance your clients’ experience.

Service Quality

Tap into our proven expertise to uncover service gaps, drive impactful process improvements, strengthen client loyalty, and elevate your brand’s reputation among shareholders.

Efficiency

Boost efficiency and reduce costs with consistent first-call resolution and quality. Quickly identify and address both operational and regulatory blind spots to minimize risk, spend less time chasing feedback, and focus on action plans that drive measurable results.

Transparency

Get a clear picture of client service performance with comparisons against industry peers. Stay ahead with valuable insights drawn from other firms facing similar challenges; enhance your analysis with feedback from your own clients for a well-rounded view.

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Transfer Agent Insight

Capabilities