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Motif - Intelligent Outsourcing
 
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Motif - Intelligent Outsourcing
 
 
Shareholder Services
Motif has over four years of experience in providing outsourced Institutional Shareholder Services (ISS) to a Top ten investment bank in the US, which is also one of the largest transfer agencies in the US. Motif has built expertise in shareholder services over the years and has moved up the value chain from services such as SSN certifications, buy and sell stock transactions to perform knowledge-driven, complex transactions which are unparalleled in the industry, such as transfer and DTC transactions. Motif also maintained Dividend Payment Accounts for the client. Motif has enabled the client to focus on its core competencies of relationship management and winning more clients, while Motif delivered progressively higher quality and doubled the productivity of these back office operations. This has resulted in the client saving millions of dollars by significantly reducing operational costs while achieving higher quality.

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Shareholder Services

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Client Testimonials
“Our company has experienced gains in quality and productivity as much as 100% in some areas. Needless to say the benefits have been a significant contribution to the operation I manage from a client service and profitability.”
- MD and COO,
Top ten US investment bank
Highlights
Providing Shareholder services for over 4 years
Processed over 2 million transactions per year, built domain expertise
Developed innovative tools and re-engineered processes to enhance performance
Doubled productivity compared to client operations
Moved up the value chain
Moved QA from client operations to Motif
Managed migration of a new account with large size, flexible in scalability
Case Study
Enhancing Performance Through Zero Tolerance


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Motif, Inc.