National Quality Review

 

Compliance & Oversight Solutions for the Extended Enterprise

 

Very thorough, objective review of our processing accuracy and timeliness. 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
NQR adds value by offering third-party perspective. This resonates with executive management and the Fund Board.
- Senior Vice President, Intermediary INSIGHT Client
I enjoy working with the NQR team and find them to be a good partner in meeting our survey needs.
- Program Director, Customer Loyalty INSIGHT Client
One of the most valuable services NQR offers is insight into the trends and developing best practices in the asset management industry.
- Compliance Manager, Intermediary INSIGHT Client
Service has always been outstanding. I would have no reservations recommending or speaking highly of NQR's service to others.
- Analyst, Global TA, Transfer Agent INSIGHT Client
I am very happy with the support I get from my relationship manager. She is extremely attentive to my requests and is a great partner in the relationship.
- Vice President, Customer Loyalty INSIGHT Client
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National Quality Review provides top financial services companies with key insights into business partner service quality, compliance, and efficiency.

We’ve pioneered service quality measurement and compliance for over 25 years.  Our industry expertise, third-party benchmarking, and collection of best practices ensure we have the business partner quality solution for your organization.
With NQR INSIGHT into transfer agent, intermediary, and service provider relationships, our clients:

 

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Realize these benefits and exceed your Board’s expectations with the help of NQR INSIGHT.

Learn about the NQR advantage

Discover what NQR’s INSIGHT Services can do for you

Leverage our quality, data, and reporting expertise through NQR consulting projects

Stay updated on the NQR community and relevant industry trends

View NQR career opportunities

Contact NQR to learn more or schedule a presentation

Transfer Agent INSIGHT

The industry’s premier customer experience evaluation provides firms with service benchmarks and actionable feedback for transaction processing, call center, and correspondence operations.

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Intermediary INSIGHT

Extend the reach of your distribution oversight program through a more effective audit report review and industry intelligence from the NQR client community.

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Service Provider INSIGHT (2019)

As third-party contracting increases, so does the regulatory pressure for airtight vendor management. Our newest service covers all your major outsourced functions.

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Schedule an NQR Presentation