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PFPC provides solutions to stay out front
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  At PFPC, we understand that our people are at the heart of our ability to craft personalized solutions. Thus, we approach client service as a strategic partner.

Client-Centric Service Model
At PFPC, our clients are at the center of everything we do. We focus on their success. Our service is all about each client’s specific preferences and evolving requirements; it’s about working with them to meet their needs and helping them solve problems:

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We use dedicated client teams that are responsible for end-to-end service delivery.

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Each of our teams includes the right contacts at each level of the organization — from the day-to-day operational level to the CEO — and is led by a senior-level relationship manager, directly accountable to the client.

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The depth of connection at every level keeps our teams in synch with, and attuned to, our clients’ needs and ensures we respond appropriately.

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“Dedicated” means clients can expect rapid response to change requests, ease of execution and no hand-offs.

  Case Study: Subaccounting — Helping Clients Do More with Less
Case Study: Fund Accounting — Creating a More Accurate Reasonableness Test

Strategic Alliance
Dedicated teams also enable PFPC to work as a strategic ally:

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Experience tells us that the greatest value we provide is when we work on a consultative and collaborative basis with clients.

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When we are engaged on a strategic level, we can see the big picture, work to anticipate each client’s needs today and tomorrow and support their ability to identify and capitalize on opportunities.

  Case Study: Marketing and Distribution Services — Focus for Growth
Case Study: Fund Accounting — Turning a Loss Into a Gain

Measurable Performance
As part of our commitment to being client centric, we adhere to the adage, “What gets measured, gets done.”

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To ensure service quality, we establish and monitor formal and informal performance standards with each client.

  Case Study: Subaccounting — Improving the Speed of Conversion