July/August 2005 Volume 5, Number 2 Read back issues of FundSERV Quarterly
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FundSERV |
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| A message from Alan Hutton, president of FundSERV:FundSERV board to champion key industry initiatives |
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| The FundSERV executive team and the board met in June for our annual planning session. The board reaffirmed our current vision, mission, strategic imperatives and initiatives... | |||||||
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| Edward Waitzer appointed to FundSERV board |
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| In 1993, when Edward Waitzer was chair of the Ontario Securities Commission, a group of people from a small number of fund companies set out to create a private network capable of delivering transactions in real time with electronic reconciliation... | |||||||
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| FundSERV alters course for improved customer service |
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| In June 2004, FundSERV charted a new course toward richer, deeper relationships with customers... | |||||||
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| Customer satisfaction measured through annual survey |
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| For over a decade, FundSERV has helped to lead Canada's mutual fund industry toward increasingly efficient operations... | |||||||
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| Business Continuity Update: Second office goes online |
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| "FundSERV's second office is now operational and online and we're starting to staff it for disaster recovery," says FundSERV CFO, Frank Vree... | |||||||
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| Internal audit director adds new risk management capability |
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| David Purewal is a man who spends most of his time preparing for the worst that can possibly happen... | |||||||
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| PKI helpdesk merges with technical support: "Less is more" |
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| FundSERV recently merged its technical support and PKI teams to provide customers with faster, more efficient, "one-stop" service... | |||||||
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| FundSERV's FundSTATE — a handy tool that just got better |
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| Customers commented — FundSERV listened and changed the way average fund company response times are calculated on FundSTATE... | |||||||
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| FundSERV E-mail lists |
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| There are a number of e-mail lists that provide important information and notices from FundSERV... | |||||||
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| FundSERV Network Performance |
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| Some year to date systems and network updates... | |||||||
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Electronic Standards Group (ESG) |
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| V17 working groups well on their way |
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| If you haven't visited FundSERV's committee Web page recently, you've been missing out on a lot of activity... | |||||||
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| ESG V16 implementation: ready together |
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| FundSERV customers had many opportunities to meet with their peers before the June 18 transition from ESG V15... | |||||||
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Industry |
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| Manufacturers work together on Distributor Standards |
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| The addition of distributor mandatory standards raised many questions in the industry, particularly regarding adherence and enforcement... | |||||||
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| Editorial Information | Copyright © 2005 FundSERV Inc. |