An effective program requires a partner who brings together people, process, and technology to help you implement and manage the challenges of unclaimed property management.
With the cost of keeping an existing customer a fraction of the cost of acquiring a new one, Dunbar understands that people must be a critical part of the equation. We not only bring expertise and assistance through our team, we focus on helping your team reach best-in-class standards and become more confident in their efforts and in the service they deliver to your clients.
Facing the challenge of keeping up with changes across states and the pace of audits, many firms find that what has worked in the past may now be a manual, disconnected, and unscalable arrangement. Dunbar works alongside our clients to help implement improvements and build sound governance procedures that can help lead your organization to better, more adaptable standards.
Many firms still manually track dormancy periods and deadlines by going to individual state websites. Dunbar has a state-of-the-art software solution that automates the entire reporting chain from creation to delivery. We are focused on data security and have strong protections in place to help ensure confidentiality of information.