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Voice Response is an excellent tool for streamlining operations and cutting telecommunication costs and services. Our AUDIO/1 system provides a vehicle for automatically handling questions from customers about their accounts. Integrating CTI will reduce the time and effort that your representatives spend on the phone servicing a client.
For the mutual fund industry, below are examples of some of the functions currently available.
Fund Information
- Price and yield by group (i.e. money market, bond, stock) or by individual fund
- Closing price and change from prior day
- Dividend and standardized (SEC) yield
- Maturity
- Total return
- Fund investment objective
- Fund news, investment outlook, investment strategy
- Portfolio Managers hotline
[TOP] Account Information
- Account balance
- Collected balance
- Amount available for check writing
- Last non-dividend transaction
- Last dividend transaction, including reinvestment and withholding information if appropriate
- Dividends year-to-date and prior year
- Capital gains year-to-date and prior year
- Linked accounts portfolio valuation
- Allowing participants of a 401-K or self-directed mutual IRA type plan to monitor their accounts
[TOP] Transaction Processing
- Purchases
- Redemptions
- Exchanges
- Contribution Allocations
Transaction execution can be in dollars, percents or shares.
[TOP] Other Transactions
- Duplicate statements
- Duplicate 1099s
- Fund literature requests
- Checks reorder
- Deposit slips reorder
- Enrollments, PIN creation and management
- Creation and maintenance of Watch Lists
- iterature requests
- Forms requests
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