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Home › Vertical Markets Served › Financial Services
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Financial Services |
More than 3 decades working with name and address data has allowed Cross Country to refine sophisticated Transfer Agent approved householding algorithms to link multiple accounts to common owners, thereby facilitating co-mingled proxy mailings, reducing mail costs, consolidating underlying stock positions, updating address changes, improving CRM initiatives and identifying cross-sell opportunities. Used for some of the largest unclaimed property filings in history, our Abandoned Property Escheat Assignment & Reporting System (APEARS) rehabilitates undeliverable addresses, facilitates owner location, improves performance of SEC 17ad-17 searches and provides accurate jurisdiction determinations with supporting state documentation.
These engagements have involved the handling of accounts representing billions of dollars in assets and as such, have resulted in Cross Country successfully demonstrating data processing and security standards that exceed what is traditionally required in direct marketing circles.
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