R.V. Kuhns & Associates' Compliance-Trak system can help you improve your communications and problem resolution abilities with your custodial vendor
Find out how by contacting us
The Compliance-Trak system provides for accurate, real-time monitoring and reporting of custodial banks' accuracy, service level, and responsiveness to the client. During the course of custodial searches over the years, R.V. Kuhns & Associates has gained significant perspective of both the traditional and emerging services provided by custodial banks.
Frequently, we have found that beyond an initial evaluation of the custodial bank’s capabilities, the ongoing evaluation of the actual performance (both timeliness and accuracy) of such activities is lacking for custodial banks and their service team.
We have worked with clients to develop monitoring criteria and a service-delivery tracking tool to enable an objective assessment to be made of actual custodial performance.
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