Banking organizations are increasingly relying on services provided by other entities to support a range of banking operations. Outsourcing of information and transaction processing activities, either to affiliated institutions or third-party service providers, may help banking organizations manage data processing and related personnel costs, improve services, and obtain expertise not available internally.
iEnergizer combines a judicious mix of technology and human interventions to offer the most reliable, consistent and performance-oriented back office services. State-of-the-art technology and industry-leading back-office processing applications enable the speed and reliability of our operations, while our well-trained associates ensure consistent, goal-oriented service delivery.
We provide transaction processing services to one of the largest financial institutions in the US through our strategic partner.
Our services for their investor services division include:
- Stock transfer
- Purchase of shares
- Liquidation of shares
- Issuance of certificates
- New Account Enrollment
- Dividend Options
- 3rd Party Check Replacement
- Check Replacement
- SSN Certification
- Account Maintenance
- Account Consolidation
- Address Change
- Forms and Literature
- 1099/DR statements
- Client correspondence
- Conversion/exchange of stock - Reorganization
- Electronic transfer of stock to broker/transfer agent - DTC
Our emphasis is to have well-trained associates handling each transaction with a view to enhance productivity while evaluating error-rates, rigorously. We tailor our offerings for each engagement, based on the scale of operations, outsourcing readiness, and the nature of the business/domain. We work closely with our clients to assess readiness, develop the outsourcing agenda, devise success metrics, ensure smooth transition of business processes, and to achieve ongoing performance improvements.
