Edward Jones, the only major financial services firm advising individual investors exclusively, traces its roots to 1871 and currently serves more than four million clients. The firm offers its clients a variety of investments including certificates of deposit, taxable and tax-free bonds, stocks, and mutual funds.

Challenge:

To manage a high volume account (average of 100 new leases signed per month) for more than 7,500 locations throughout the United States, Canada, and the United Kingdom.

Services:

• Portfolio Administration
• Internet-based Transaction Management
• Acquisitions and Dispositions
• Facilities Management
• Best Practices Benchmarking

Results:

• Reduced new lease cycle time to 90 days
• Accurate, timely rent payments
• Developed a seamless turn-key approach, utilizing Reflex software to enable the opening of 100 new brances per month

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