SIMPLIFY YOUR CUSTOMERS’ EXPERIENCES

Focus on your clients. You've worked hard to earn their business and trust. In today's competitive marketplace, you work even harder to maintain it.

The asset transfer process is increasingly complex. The pace of the securities industry is accelerating. Your clients are more demanding. They expect you to be responsive, attentive and available. You need to be free to focus on your clients' ever-changing needs -- and to address their concerns when their money is in transition from one financial institution to another for any period of time. MSCS is experienced in transferring and servicing your valued clients.

The ability to manage block conversions successfully is an important area of differentiation for MSCS. One of the reasons MSCS is selected by financial institutions, is because of our vast experience in transitioning large and complex blocks of business. We understand how important it is to keep transition periods short, allowing investors to stay invested in the market.

We have a process that makes transferring assets efficient. We track the transfer process every step of the way. We know when each transfer is initiated, exactly what point in the process it's in, and when the last follow-up occurred with the relinquishing firm. We let you know up-front the timing of asset transfers so you can manage your clients’ expectations.