IMI-NQR-INSIGHT-01 Transfer Agent INSIGHTFor companies pursuing transaction processing, call center, and shareholder correspondence excellence, Transfer Agent INSIGHT is the premier customer experience evaluation.


“Some of the biggest players in the industry are NQR clients, ensuring the benchmark data are relevant.”

– Vice President of Operations, Transfer Agent INSIGHT Client


Since 1991, NQR’s transfer agent review (TA INSIGHT) has provided top financial services companies with detailed, actionable feedback on customer service regarding transactions, call center, and correspondence.


IMI-NQR-INSIGHT-01 Transfer Agent INSIGHTTransaction Processing


To ensure an all-encompassing review, NQR collects a random transaction sampling from the transfer agent’s image processing system. Then, we connect to TA processing and/or client systems to verify accuracy and compliance with regulatory requirements.

Key Features

  • Quality assessment of transaction processing accuracy and timeliness
  • Criteria based on client preferences, fund industry guidelines, and compliance to IRS and SEC regulations
  • Guaranteed consistency through NQR’s proprietary “rules-based” software that stores and identifies requirements for thousands of load and no-load transactions
  • Root cause analysis provides a snapshot of operational efficiency
  • NQR client benchmarking


Our analysis of processing operations reveals both quality strengths and opportunities for improvement.


IMI-NQR-INSIGHT-01 Transfer Agent INSIGHTCall Center


Research suggests that 80% of customers switch to a competitor after a poor service experience.  Conversely, the average cost of a customer service call is $5.25.  NQR knows it’s tough to deliver great customer service while minimizing costs, and that’s why we tackle both.


Key Features

  • Statistically reliable quality analysis of randomly selected inbound calls (95%, ±0.15)
  • Customer interaction analytics-  Voice of the Customer, Customer Experience, and CSR Performance
  • Third-party expertise provides business intelligence, call center trends, call patterns, and best practices
  • Dedicated relationship managers and customized reporting
  • NQR client benchmarking


Our call center evaluation delves into CSR performance and customer satisfaction metrics that help ensure reduced callbacks, liability, and talk time.


IMI-NQR-INSIGHT-01 Transfer Agent INSIGHTShareholder Correspondence


NQR’s correspondence review focuses on accurate, complete, and specific information to handle even the most complicated exchanges.


Key Features

  • Quality evaluation of letters and emails through industry-leading scoring mechanisms
  • Scores for processing time, content, clarity, grammar, and typographical accuracy
  • Detailed feedback on personalization and specificity to the situation
  • Dedicated relationship managers and customized reporting
  • NQR client benchmarking


Our correspondence assessment helps eliminate the need for additional communication or the costly call center interaction, ultimately lowering operating expenses.





IMI-NQR-INSIGHT-01 Transfer Agent INSIGHT Service Quality

  • Leverage NQR’s expertise to identify service gaps and process improvement initiatives
  • Improve client retention and shareholder perceptions of your brand
  • Build your legacy by achieving TA INSIGHT benchmarking awards


  • Reduce operating costs by providing first time quality
  • Pinpoint operational and regulatory blind spots to swiftly mitigate risk
  • Spend less time retrieving feedback and more time crafting action plans


  • Get a holistic perspective on your customer service performance compared to industry peers
  • Gain competitive intelligence on industry priorities through NQR clients navigating the same service quality challenges
  • Supplement with Customer Loyalty INSIGHT for the ultimate customer service quality evaluation