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

Webinar Registration

Proactively Managing “Red Flag” Risks: Mitigating Commonly Overlooked Fraud, ID Theft, and Asset Risk Exposures in Your Legacy Data

If You missed this free web seminar featuring Keane’s risk management expert Peter Teuten, it still not too late. View it NOW! In this 40-minute session you will:

Learn about the common deficiencies in the way fund companies are addressing FACTA compliance and other data integrity issues
Learn how to proactively code at-risk accounts to protect against identity theft and fraud
See statistical results of commonly overlooked red flags from Keane’s analysis of more than 150 fund companies
Learn industry best practices for improving shareowner and broker relationships through the risk mitigation process

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Managing Unclaimed Property Audits in a Challenging Economy

Presented by Laura Lane of Keane's Unclaimed Property Services Division

IF You Missed This FREE Web Seminar, it still not too late. View it NOW!

Keane’s Unclaimed Property Services Division created this free web seminar to address the major concerns you will be faced with when you deal with an audit! The seminar:

Discusses current audit triggers and financial impact on your business
Provides guidance on assessing your company’s risk of audit liability
Sets expectations for every step of an abandoned property audit
Explains how an audit can be used to improve your compliance program
Shares strategies for reducing liability exposure

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