Impeccable Client Services and Administration
As one of the key touch points for advisors and investors, service to our clients requires a judicious combination of human interaction and electronic technology. Our objective is to build on our reputation for speed, sensitivity and accuracy in all transactions.
In 2000, AGF continued to outrank the competition as evaluated by advisors and third-party experts. AGF ranked first in two phases of the Environics/Marketing Solutions Call Audit Survey and claimed the Service Excellence Award from Manulife Securities for outstanding customer service for the second time in three years.
In a time of rapid expansion, AGF Client Services and Administration has met the challenge of integration and served our growing customer base in a most professional and timely manner. In 2000, Client Services and Administration responded to more than one million customer telephone calls and processed nearly 13 million transactions.
To meet our commitment to reduce costs, we succeeded in trimming the expense ratios attributable to administration by a further 20 per cent while continuing to improve service.
The Global Strategy integration will be implemented throughout the year, although we have already accomplished some critical tasks. In January 2001, we merged more than 300,000 active accounts, representing $4 billion in assets under management, within a short two-month time frame.
In 2001, we will continue to focus on our target — to be the top administrative services provider in the industry. AGF’s Information Services team is spearheading important initiatives to upgrade electronic order delivery and processing and exploit new opportunities presented by developments in systems and technology. |
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