“Tracking receipt, review, and year-over-year changes” - February 19, 2018

Filed under:

  “Tracking receipt, review, and year-over-year changes in reports has increased our efficiency.”

“Removed the need to evaluate audit documents” - February 19, 2018

Filed under:

  “The service removed the need to evaluate audit documents in their entirety and instead focus on remediation activities.”

“Enabled us to expand and institutionalize our oversight program” - February 19, 2018

Filed under:

  “Utilization of NQR for the review of third-party attestation reports has enabled us to expand and institutionalize our oversight program.”

“Allowed us to enhance our program” - February 19, 2018

Filed under:

  “We have a very small operations team that is focused on intermediary oversight.  Leveraging NQR’s services allowed us to enhance our program and focus on …

“Increased the number of firms we can annually perform full reviews on” - February 19, 2018

Filed under:

  “NQR doing the detailed review of 40 clients in our program has increased the number of firms we can annually perform full reviews on.”

“A consistent method to analyze and compare intermediaries” - February 19, 2018

Filed under:

  “The numerical methodology has provided a consistent method to analyze and compare intermediaries.”

“Happy with the reviews and the time savings” - February 19, 2018

Filed under:

  “We are happy with the reviews and the time savings of having NQR complete these.”

“They collaborate with us to the degree we need them” - February 19, 2018

Filed under:

  “Our support team is extremely quick to respond to requests and questions. They collaborate with us to the degree we need them.  Very good …

“Very plugged into the industry” - February 19, 2018

Filed under:

  “When we’ve had a question for NQR or asked for explanation on a topic, the response brings a new perspective we may not have …

“Invaluable to our Omnibus Governance function” - February 19, 2018

Filed under:

  “The services that NQR provides are invaluable to our Omnibus Governance function.  They provide clear, consistent, and fair ratings on multiple controls that are a …