Keane Leads The Way

Keane, the country’s #1 provider of unclaimed property communications, compliance & consulting services, is making a difference for our clients.

As outlined below, that difference is created by our focus on three key areas:

• Delivering Service Excellence to our Clients
• Providing Critical Assistance to their Shareowners and Legal Claimants
• Offering Clients Unmatched Compliance and Consulting Expertise

These differentiators are highlighted below by our CEO, Mike O’Donnell, General Counsel & EVP of Legal Claimant Services, Jarrett Roth, and Managing Director of the National Consulting and Advisory Services Group, Valerie Jundt.

#1 in Service

“We are pleased to have been rated the number one lost shareholder and asset recovery firm in Group 5’s 2011 Shareholder Services Industry Satisfaction Report,” O’Donnell reported to the attendees of Keane’s annual client conference in September.

“Our promise of uncompromising performance is something I take very seriously. This acknowledgement speaks to the performance of our company and our employees’ commitment to providing excellent service for our customers by working to solve their shareholder challenges every day. Our Legal Claimant Services team, our consultants and our compliance team are all equally responsible for our success.”

The study asked corporate clients to rate their satisfaction with the services of lost shareholder and asset reunification service providers. Keane ranked the highest with an 88% favorable rating compared to the industry average of 76%. Group 5’s annual study has been measuring client satisfaction since 1990 and is based on completed surveys by delegates of 1,000 corporations – representing more than 32 million registered shareowners. Keane has earned the top rating in each of the two years that lost shareholder and asset recovery service satisfaction has been measured.

#1 in Assisting Shareowners and Legal Claimants One of the primary reasons that our clients are satisfied with our services and team is the way in which we protect their shareowners’ interests. “Over the years, our programs have helped millions of people reconnect with their accounts,” Roth explained, “preserving billions in account value.” Roth attributes Keane’s success to its unmatched resources for locating and assisting account owners, estate representatives, heirs, and other beneficiaries. “As the industry’s largest team of researchers, account executives and recovery specialists, we are uniquely qualified to locate owners and beneficiaries, contact them, and assist them to take the necessary action,” he said. “Three of the seven attorneys on staff, specialize in Trusts & Estates and, combined, have more than 40 years of experience in that specialized area of law — which positions us to best serve the needs of our clients. The quality of our employees has been a driving force in making us the leader we are today.”

Our internal 2011 legal claimant satisfaction surveys echo the same encouraging results seen in the Group Five study. Over the course of the year we receive feedback from hundreds of claimants, 98% of which are satisfied with Keane’s services and would recommend Keane’s services to others. That’s why Keane is trusted by the financial industry’s largest corporations, mutual funds, brokerages, banks, and insurers.

# 1 in Consulting and Compliance

The economic downturn and growth of state budget deficits have resulted in unclaimed property regulations that are constantly changing – making it more important than ever to have an unclaimed property consulting team that understands the evolving landscape.

Led by Valerie M. Jundt, who joined Keane in January 2011, Keane’s National Consulting and Advisory Services team includes former state administrators, former auditors, attorneys, internal auditors, certified fraud examiners and CPAs that bring more than 200 years of diverse industry and unclaimed property expertise.

“The Keane team is the only one in the industry that provides diverse and comprehensive services, expertise, and guidance,” said Jundt. “We can proactively help your company identify potential gaps in compliance, prepare for and respond to multi-state audits, draft and implement policies & procedures, coordinate constructive dialogue with various state officials, and assess current systems and processes in the most complete, efficient and appropriate way.”

Under Jundt’s leadership, Keane’s depth and breadth of knowledge is unmatched industry-wide. Her experience as a former state unclaimed property administrator and executive director of the National Association of Unclaimed Property Administrators (NAUPA), paired with more than eleven years of industry consulting experience, is unparalleled. She has been instrumental in helping to resolve compliance issues involving state unclaimed property audits, voluntary compliance initiatives, enforcement actions and law changes.

Outsource Your Unclaimed Property Needs to Keane

We encourage you contact one of our specialists today to discuss your unclaimed property challenges. You’ll find out why leading companies…Lean on Keane.

Email: questions@keaneup.com
Phone: 1-800-848-8896
For more information, visit www.keaneup.com