National Quality Review (NQR), in partnership with National Investment Company Service Association (NICSA), conducts an annual FINANCIAL SERVICES INDUSTRY STUDY. This unique industry study provides TRANSFER AGENT ORGANIZATIONS an opportunity to examine and evaluate industry trends in productivity measures, service quality standards, organizational structure, and technology usage.

The annual NQR-NICSA Financial Services Industry Study is designed to assist financial service managers better understand how their operations compare to their industry peers. The study examines organizational approaches to service delivery that lead to service excellence (e.g. training, systems, quality control, etc.)

Transfer agent participants in the FINANCIAL SERVICES INDUSTRY STUDY will benefit by accessing current information about financial service quality. This multipart study targets quality issues most important to transfer agent teams, with information about staffing, telephone services, transaction processing, systems, training, expenses, and quality measurement.

With each annual industry study, NQR will also conduct a SUPPLEMENTAL STUDY that focuses on a particular area of interest, such as training, leadership, and compensation. Please go to the Supplemental Studies link for more details.