RM Corner

As the customer advocates at DTCC, our relationship managers gain unique perspectives on industry trends, services of DTCC subsidiaries and new opportunities in automation and standardization. And that is why we are adding an “RM Corner” to Insurance Quarterly (IQ), where we will cover the issues that are most important to you. Beginning with this issue, the RM team will use this column to share various trends, strategic initiatives, tactical insights, and other information they have gleaned from conversations with our clients, and other key industry stakeholders.

About the Relationship Management Team

Our RMs’ point of view comes from the way the I&RS team is aligned and how they achieve their specific goals when working with customers.

In order to serve effectively as the voice of the customer within DTCC, each member of the RM team works in one of three primary segments of the industry: insurance companies, distributors or solution providers. This allows an individual RM to become an expert in his or her segment, understanding your business culturally, strategically and functionally in order to champion your business needs internally at DTCC and within the industry.

Additionally, each RM partners with you so that your firm can actively participate in the critical task of identifying and holistically solving problems faced by the industry through a collaborative effort. In other words, as partners who own a piece of DTCC, your input into addressing critical industry needs starts with the work you do with your relationship manager. We are all stakeholders in the building of an electronic environment for the processing of insurance and retirement product transactions and for related information exchange. You and your relationship manager play a vital role in that success.

Introducing our RM team and their sector of service

For the Insurance Companies – Natalie Wood and Patti Elliot
For Distributors – Jamie Taylor, Briana Moskovic and Susan Nugent
For Solution Providers – Christopher Poisella

Within this structure, each RM has a mix of large and smaller firms. Our RMs are dedicated to building and supporting dialogue. We cannot overstress how important this open and candid exchange is to our efforts to expand automation. All of us at DTCC greatly appreciate the commitment of our customers to this process and their many contributions. We urge you to take advantage of all our channels of communication. We will continue to identify new ways to reach all in our community with information that is timely and useful.

Finally, thanks to all our clients that participated in the customer satisfaction survey. Although the survey numbers reached record highs (and we sincerely thank you for that evaluation), we are dedicating even more resources to take customer service to the next level. There are many challenges ahead, and meeting them successfully will require our collective effort. The quality of the dialogue will help determine the level of our achievements. Keep telling us what you think. Please contact your relationship manager or email me at lschmitt@dtcc.com with any questions or comments. 

Leonard Schmitt
Group Director, I&RS Relationship Management