OWNER LOCATION & RETENTION
Keane’s owner location, retention, and communication programs are the number one choice of the financial services industry because we have unmatched resources for locating owners, minimizing escheat, and maximizing the value returned to owners and their beneficiaries.
From basic electronic searches and mail services to in-depth research and outreach programs to locate dormant account owners and beneficiaries, we offer fully customized programs to meet our client’s requirements and targeted objectives, delivering clear, measurable results. We have helped hundreds of Fortune 1000 corporations, brokerage firms, insurers, banks, and mutual funds protect their investors, shareowners, policy owners, beneficiaries, and customers.
While we’re proud to have successfully reconnected over one million individuals with more than $8.5 billion in assets, we’re even more proud of the accolades our owner location teams receive for client satisfaction.
In fact, Keane is proud to have been rated the number one lost shareholder and asset recovery services firm by Group Five’s Shareholder Industry Satisfaction Report two years in a row based on its commitment to customer service and accountability for measurable results. The study asked corporate clients to rate their satisfaction with the services of lost shareholder and asset reunification service providers. Of the four firms rated by corporate clients, Keane ranked the highest with an 88 percent favorable rating compared to the industry average of 76 percent.
Many of the 40 million people who move to a new address each year neglect to update important account records. This leaves their accounts at risk of escheatment, invites malfeasance on the account, and creates a drag on companies’ operational budgets. Keane’s proactive owner location outreach and education to these investors enables these relationships to be reactivated into a source of profit and opportunity.
Backed by the team of account recovery specialists from our Legal Claimant Services division, Keane reunites banks with their customers, helps corporations reconnect with lost shareowners, and locates beneficiaries of life insurance policies. Keane uses the most sophisticated search technology and robust data sources—delivering some of the highest success rates in the industry. Lean on Keane, and entrust your shareholders and customers to the industry leaders.
Interested in learning more about our Owner Location services? Speak with an Unclaimed Property expert at 800-848-8896 or email us at Questions@keaneup.com