Our Proven Conversion Process Gives You a Fresh Start
Monday, June 25, 2018
The best part? We do most of the heavy lifting
Step 1: Meet the Team
- We assign a dedicated team of experts and, together, we identify your requirements, goals and unique business needs. With established weekly touch-base calls and detailed progress reports, you and your leadership team are in the loop.
Step 2: Data scrub
- As acting middleman, we manage all interactions with your current agenda and:
- Secure FTP transfer of test and live data
- Leave your records cleaner than when we started with our thorough validation process
- Clean old and duplicate records that are costing you money
- Review account tax certifications
- Transfer all accounts – open or closed – for continuity
Step 3: Products & process detailing
- Our team of experts analyze your current product offerings to make sure they’re up-to-date and examine processes for areas to possibly streamline and reduce risk
Step 4: Communications reboot
- You’ll receive tried and true templates for communications. We’ll create sample statements and walk you through the shareholder process. We’ll also perform an audit of all shareholder communications, often saving you money.
Step 5: Final touches
- The secure FTP transfer of live data will occur one week prior to the effective date. Live date is double-checked and validated, and shareholder notifications are prepared. There will be four-to-five days of parallel processing in sync with the other agent.
Day 1 with EQ
- A meticulous three-way balancing act of accounting is undertaken before going live. Last day activities with the current agent are transferred and final account positions are certified. Our proven, streamlined process ensures minimal downtime and a dedicated call center is ready to provide seamless customer service on Day 1.
