National Financial has integrated service
resolution, tracking and reporting into its Streetscape workstation.
The company, a unit of Fidelity Investments, says
its Service Center technology will give its 346 broker-dealers and
their 70,000 brokers greater speed and flexibility in serving clients.
The technology includes new request screens designed
to provide more accurate data entry, processing rules that better
direct inquiries to the proper National Financial service team and
real-time reporting capabilities, according to the company.
In addition to Service Center, online educational
and training support tools have been added to the workstation. Power
Demos, which provides a visual demonstration of Streetscape functions,
was added to the platform in October. E-Learning, training modules on
specific Streetscape functions, will be added later this year,
according to the company.
"In today's competitive environment, providing
responsive, accurate and timely service can be the difference between
brokers winning and losing a client," said Mark Healy, executive vice
president and chief operating officer of National Financial.