Creating a Consistent Experience

(edited transcript) … [Tim] There should be a certain standard of care that goes across the board, and I think that’s about structure. How are you structuring servicing? How are you structuring how you manage portfolios? Are you pulling up portfolios one by one to look at them and see what should be done? Or do you have a way to be able to do it systematically? That’s one of the things we pride ourselves on here on both fronts, is having that system. What we’re always going to make sure we’re doing is addressing those things that are genuine needs for clients wherever they’re at. That’s the point of customization is that it isn’t a one size fits all, and again, that can go both ways. [Daryl] I think I always go back to the adage of any time you’re ending a meeting, I want that person to walk out of the room saying “I was the most important person in the room.” Which is very cutesy in a way, but is also just really a true idiom where you’re basically saying, I want to make sure that I’m listening to you to the best of my ability, so that with the tools that we have, we’re going to hit those things. I mean, to what you’re saying earlier, we can be sophisticated without being complex, and that sophistication is going to hit all of the different needs for a variety of different clients. [Tim] Perfectly said, Daryl.

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Creating a Consistent Experience

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