DST Streamlines Direct-to-Fund Account Set-Up
18 Março 2008 - 1:43PM
PR Newswire (US)
Web Services Interface Designed to Eliminate Paper-Based Processing
of New Accounts KANSAS CITY, Mo., March 18 /PRNewswire-FirstCall/
-- DST Systems, Inc. has developed a new Web services interface to
help broker/dealers establish direct-to-fund accounts
electronically. The technology offers both funds and broker/dealers
an industry-wide solution to the inefficiencies and costs
associated with paper-based new account processing, which is common
today. With the new solution, broker/dealers initiate the new
account transaction by submitting data through the DST interface.
The interface includes parameters to properly format the data and
meet the fund's new account rules. In return, funds reply with a
confirmation in the form of the newly established account number.
In addition to account establishment, broker/dealers may utilize a
newly developed Web service that electronically delivers images of
fund family applications, forms and other documents into the fund
company's document management system. The image transfer Web
service also may be used independently of new account establishment
to fulfill any fund family document or form requirements. The
automated solution is designed to expedite the new account
establishment process; settle the initial purchase electronically
through ACH; improve compliance oversight; and eliminate "not in
good order" business. It also is designed to eliminate fund family
and broker/dealer costs associated with printing forms, manually
processing applications and overnight delivery. The solution
leverages the mutual fund company relationships of DST's
industry-leading DST Vision(R) account management Web site for
financial intermediaries, and the technology of its internationally
recognized business process management solution, the Automated Work
Distributor(TM) (AWD(R)). Vision provides interface expertise and
connectivity to more than 270 fund families, while AWD provides
imaging, workflow and customer service solutions to enable
automation. "Today, both funds and dealers are still grappling with
the high costs and overhead associated with paper-based new
accounts, especially 529s and prototype IRAs," said Kyle Mallot,
DST client service officer. "This industry-wide solution finally
eliminates the lion's share of manual processing that remains in
the mutual fund industry." "We are thrilled to participate in this
revolutionary initiative," said Ismael Carlo, chief technology
officer, NEXT Financial Group. "We look forward to the efficiency
gains our representatives can expect from electronic processing,
and to the day that paper is no longer necessary to conduct
business in this industry." DST Systems, Inc. provides
sophisticated information processing and computer software products
and services to support the mutual fund, investment management,
insurance and healthcare industries. In addition to technology
products and services, DST provides integrated print and electronic
statement and billing output solutions through a wholly owned
subsidiary. DST's world-class data centers provide technology
infrastructure support for mutual fund companies, healthcare
providers, banks, mortgage bankers and insurance companies around
the globe. DST is headquartered in Kansas City, Mo., and is a
publicly traded company on the New York Stock Exchange. The
information and comments above may include forward-looking
statements respecting DST and its businesses. Such information and
comments are based on DST's views as of today, and actual actions
or results could differ. There could be a number of factors
affecting future actions or results, including those set forth in
DST's latest periodic financial report (Form 10-K or 10-Q) filed
with the Securities and Exchange Commission. All such factors
should be considered in evaluating any forward-looking comment. The
Company will not update any forward-looking statements in this
press release to reflect future events. DATASOURCE: DST Systems,
Inc. CONTACT: Jill Patton of DST Systems, Inc., +1-816-843-9087
Copyright