Description
Thinking Local, Winning Global: Transfer agency as a strategic advantage
Dive into the paper to learn:
- How fragmented transfer agency services create inefficiencies and higher costs.
- The role of transfer agents in leveraging investor data for growth.
- The benefits of a unified global transfer agent for consistent service and efficiency.
- How data integration enhances fund distribution and sales insights.
- The importance of global transfer agents in navigating local regulations and market needs.