Resources

“Seeing the results of Keane's IDQ analysis was quite shocking....for the first time we could see that we had a significant number of accounts that were dormant or deceased. Through Keane's IDQ, we can offer services that aren’t directly provided by our transfer agent, finding lost shareholders and helping heirs get their accounts re-registered. And, the program reduces costs for Teradata.”

Gregg Swearingen
Vice President, Investor Relations
Teradata Corporation

Investor Communication and Retention

Resources

Blog

What’s new in Investor Communication and Retention? Click here for the latest articles, event reviews, legislative changes and more.
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View Keane Observations our blog on risk management best practices authored by risk management and technology expert Peter Teuten, President of Keane Business Risk Management Solutions
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Case Studies & White Papers

Excerpts from the transcript of an interview with Dawn Anthony, Director of Corporate Actions and Control at Waddell and Reed mutual funds. Dawn describes her experience as a client of Keane’s Investor Data Quality Program. “Our first action was to prevent anyone from fraudulently accessing these accounts.”
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Excerpts from the transcript of an interview with Donna Bolio of Director of Mutual Fund Services with Vertus Capital Partners (formerly Phoenix Investment Partners). Donna shares how the Investor Data Quality Program helps improve her company’s risk profile.
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Excerpts from the transcript of an interview with Maria Hofstetter – Shareholder Relations Manager at NCR. Maria explains how the Investor Data Quality Program helps reduce operational costs and cleans up legacy data.
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Web Seminar Replay

Proactively Managing “Red Flag” Risks. Featuring Keane’s Peter Teuten and guest testimonial from Lisa Hill of BlackRock.
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Articles

Shareholder Services Optimizer: Data Integrity and Preventing Unauthorized Account Access: An interview with Dorothy Flynn and Peter Teuten. “Information security is a primary concern for most of our clients. The focus is not just on physical security, but also on data integrity and preventing unauthorized use of data.”
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