Nationwide Unclaimed Property Solutions
In the face of continually changing regulations and stringent compliance requirements, unclaimed property management has become more challenging than ever for financial institutions and public and private corporations.
As such, it pays to have a team of unclaimed property experts in your corner that have an intimate understanding of regulatory policy and take the time to get to know your business. Dunbar can help implement management processes that let your company prosper. In this sense, our unclaimed property company prioritizes people — not paper.
Our company’s unclaimed property services make the management of unclaimed property funds and assets accessible, risk-averse, and practical. By leveraging our expertise, our clients gain the resources to stay compliant, limit exposure to an audit, and grow their bottom line.
A crucial component of keeping the funds and assets that make up unclaimed property compliant is reactivating inactive accounts, which can include bank accounts, mutual fund accounts, and brokerage accounts. When you rely on our services, the management of your unclaimed property works to preserve your most valued clients; a notion dependent on sophisticated, targeted solutions that adhere to compliance. We work to mitigate escheatment risk with specialized communication campaigns that contribute to our client’s wellbeing.
From accurately calculating dormant assets and due diligence letters to report creation and remittance, our comprehensive suite of unclaimed property services is here to streamline the way you do business and connect with your customers.
Our unclaimed property services take form in several capacities depending on your unique needs, including:
In today’s compliance landscape, we know that long-standing processes won’t cut it — it’s all about insight, strategy, and action. With us, you can rest assured you’re teaming up with specialists that help you stay compliant, transparent, and poised for growth.
For more information about how our unclaimed property services can help you, reach out to Dunbar today.
Chief Executive Officer & Founder
National Practice Leader Consulting & Reporting
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