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Introducing this quarter’s Putting Our Clients First award winners!..... Kimberly Kuczynski, Dawn Gonzalez, Al Ledzdin AMERIPRISE was informed of two mergers.

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Presentation on theme: "Introducing this quarter’s Putting Our Clients First award winners!..... Kimberly Kuczynski, Dawn Gonzalez, Al Ledzdin AMERIPRISE was informed of two mergers."— Presentation transcript:

1 Introducing this quarter’s Putting Our Clients First award winners!..... Kimberly Kuczynski, Dawn Gonzalez, Al Ledzdin AMERIPRISE was informed of two mergers that needed to be processed across over 200,000 accounts. In the past, Ameriprise associates worked until 11pm to complete. This time, Fiserv quickly called the PRISM team and engaged them to help, accomplishing the processing in just a few short hours.

2 Introducing this quarter’s Putting Our Clients First award winners!..... Rob Godoy, Greg Wiszowaty CHARLES SCHWAB said: “Greg & Rob, you guys knocked this out of the park for us on service and we are always assured everything will be resolved with excellence in service when it comes to your team. Not only do you guys get the job done without fail for us every time, but you are professional, courteous and a pleasure to work with. Thank you, thank you, thank you, thank you, thank you!!!

3 Introducing this quarter’s Putting Our Clients First award winners!..... Andy Zheng HDC was extremely impressed with Andy’s professionalism and knowledge. They raved about how he has been the only associate to use OneView terminology when servicing them.

4 Introducing this quarter’s Putting Our Clients First award winners!..... Rand McCoy RAYMOND JAMES thanks the Fiserv conversion team for a job well done. “In particular, Rand McCoy was a tremendous asset. He was extremely knowledgeable and helpful throughout the process.”

5 Introducing this quarter’s Putting Our Clients First award winners!..... Emmanuel Castano, Erika Harris, Steve Sosnowski, Sam Dowell, Paul Flaskamp, Larry White, Robert Godoy, Mike Kube, Matthew Gresham NUVEEN said: “We just want to express our sincere gratitude for the Fiserv team’s handling of our recent re-branding of some SBAM business to Nuveen Asset Mgmt. While the effort appeared overwhelming, it was handled professionally by your team and ran very smoothly.”


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