December 2006 Volume 6, Number 4 Read back issues of FundSERV Quarterly
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FundSERV |
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| A message from Alan Hutton, president of FundSERV: Wishing you all the best thisholiday season |
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| With the holiday season just weeks away, we are publishing the final issue of the FundSERV Quarterly for 2006. I am pleased to report that our operational and financial performance for the third quarter met or exceeded all of our key performance indicators... | |||||||
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| FundSERV forging strong business partnerships |
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| From trade order matching to settlement to reconciliation and reporting, FundSERV applications and services power the behind-the-scenes operations at some of the country's largest investment institutions, including Dundee Securities Corp... | |||||||
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| Automation analysis gets a new lease on life |
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| FundSERV president Alan Hutton firmly believes that "we will be better off when we better understand customers' transaction flow and make it more efficient." Because of this, FundSERV is working on a new way to analyze order flow, with an eye to helping its customers improve efficiency and save money... | |||||||
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| FundSERV welcomes new director to the board |
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| Norm Graham, chair of the FundSERV Inc. board of directors, is pleased to announce the appointment of K. Michael Edwards to the board... | |||||||
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| Rosemary Marchesano — she's in her element at FundSERV Inc. |
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| Have you met Rosemary Marchesano yet? If you have, and you're not a FundSERV employee, then you're probably one of the many industry volunteers who participate on a FundSERV-sponsored committee or working group... | |||||||
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| Vachon leads the way for UAT team |
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| When Harry Gundy was promoted to senior manager of customer relations and business analysis, he left some pretty big shoes to fill for his replacement... | |||||||
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| Helpdesk tool simplifies customer support |
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| If you ever saw the computer screen of a customer support employee at FundSERV, you would wonder how they are able to provide such timely and effective support in spite of the number of windows open on their screens... | |||||||
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| FundSERV Network Performance |
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| Year to date systems and network totals... | |||||||
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Electronic Standards Group (ESG) |
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| New business process working |
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| This year saw the introduction of an enhanced concept review process and greater cost benefit analyses for ESG releases... | |||||||
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| ESG v18 working group results |
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| ESG Maintenance - GOAL: to improve processing efficiency, reduce network rejections, streamline industry data exchange, and promote automation... | |||||||
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| Most valuable players: ESG volunteers recognized at Hockey Hall of Fame |
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| Have you every wondered how many goals Gretzky scored in his career? Or what colour jersey the Soviet Union wore during the 1955 World Hockey Championships? Attendees at FundSERV’s annual Appreciation Event had a whole evening to find out... | |||||||
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| ESG v18 timeline |
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| V18 schedule up to implementation... | |||||||
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Industry |
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| Time changes in 2007 |
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| Due to energy considerations in the United States, the Energy Policy Act of 2005 has extended Daylight Saving Time in 2007... | |||||||
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| Mandatory Standards Committee to meet on ad-hoc basis |
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| The Standards Steering Committee (SSC) recently decided to change the Mandatory Standards Committee to an ad-hoc group... | |||||||
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| Standards Steering Committee welcomes new members |
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| SSC membership list... | |||||||
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| FundSERV's industry participation |
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| Recent events where FundSERV participated... | |||||||
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| Editorial Information | Copyright © 2006 FundSERV Inc. |