OPERATIONAL HIGHLIGHTS
Lost / Deceased / RPO Accounts
We don’t differentiate how we treat deceased accounts from lost or RPO accounts, as an equal amount of time and effort is devoted to each account, regardless of the reason they are lost or otherwise unresponsive. Accordingly, our fee per share is the same in each case.
When items are returned from the post office, their received status is recorded as RPO. No additional contact is made with that shareholder until further research is done. Research is conducted using online telephone and address directory services, Lexis–Nexis, the three credit reporting agencies and the Social Security Administration. As soon as we locate the new address, it is recorded on our system and the shareholder is added to the re–mail list. The Altman Group will work with shareholders or their heirs to secure the appropriate documentation to register new shares in the appropriate registration.
Call Center
Recognizing the vital role that a contact center plays in the success of our clients’ assignments, we have built the industry’s premier shareholder communications center. Our 200–station shareholder contact station is located in Lyndhurst, New Jersey.
We view our telephone representatives as an extension of your company, and as such they are very important in the effort to influence the shareholders to respond. We develop a custom approach to each assignment and analyze every aspect of an assignment to ensure maximum production. Everything from share range breakdowns to probable mail returns, geographic analysis, prior call returns, stock performance and other vital factors is taken into account. We record all conversations with shareholders, saving and controlling all recordings for fast electronic retrieval.
Data Security
All shareholder data is loaded onto our secure SQL servers. Access to the data is limited as the telephone service professionals do not have access to complete social security numbers. For confirmation purposes, only the last four digits are visible. All securities and checks are kept in a safe and there is a camera and log viewable at all times. All returned mail is shredded to protect the privacy and security of the shareholder. We are fully compliant with the Gramm–Leach–Bliley Act regarding the safeguarding of data.