Making Transfers Better: Reducing & Resolving Rejections

In this webinar, we focus on reducing the needlessly high and costly rate of Account/portfolio Transfer & Asset Re-Registration rejections. Our expert panel reviews the current TeX rejection reasons and explores improvements to those standards.

We share data on the scope of the rejection challenge over the past year and focus on methods for improving those stats for the benefit of all. Solution areas include:

• Optimizing the process so that the right rejection reasons are used

• Leveraging automation and new Exceptions and Investigations (E&I) messaging to resolve rejections more effectively.

• An update from TeX on changes that will improve rejection rates such as account number formats, a new API to validate them and developments with the TeX Ops Committee 

Download the presentation slides here.