Mutual Funds & Financial Services

“Keane’s IDQ Program is a natural extension of our ‘know your customer’ process, helping to ensure our Advisor Network and Operations Team have the most accurate customer data. This systematic approach to reviewing our records clearly improves our data accuracy and elevates our ability to service all of our clients.”

Mark Newman
Senior Vice President of Client Services
Waddell & Reed Services Company

Investor Communication and Retention

Mutual Funds and Financial Services

Investor retention along with risk management for mutual funds and financial service companies is a complex subject that is important to address properly.

The Investor Data Quality (IDQ^SM) program is changing the way mutual funds and financial services companies measure, manage and monitor data risks. The result is improved compliance and measurable ROI that have made Keane’s data risk assessment and asset retention services the number one choice of the mutual fund industry.

Supported by our SCORE IDQ web-based, risk management technology, the IDQ program provide detailed risk assessments and customized mitigation strategies that eliminate risks, while capitalizing on opportunities to retain assets and revenue. We help fund management:

Ensure compliance with data privacy laws: FACTA, Regulation S-P, GLB
Increase asset retention
Reduce the risk of identity theft and fraud
Benchmark your risk levels against industry peers

For more information about Investor Communication and Retention Solutions call 1-800-848-8896.

Learn more about Keane by clicking here to view a message from our CEO, Dorothy J. Flynn