Financial / Pension Services

Turn-key solutions at a moment’s notice.

In today’s economic environment, financial, insurance, and pension service providers are challenged to show transparent management practices under the scrutiny of strict oversight and regulation. You and your staff face the pressure of delivering iron-clad, defensible results that are independent of leadership’s authority.

Working with financial and insurance institutions across the country has given us the unique ability to understand your election and voting needs. We understand your priority of protecting, preserving and safeguarding the assets of your members and customers, while being able to deliver election procedures or policy change voting at a moment’s notice.

Survey & Ballot Systems (SBS) will work carefully with your organization to supply a custom solution that meets the needs of your members, customers and leadership. Whether it is a mail, web, on-site or hybrid election solution, you can expect:

• Managed elections that offload staff resources spent on the project
• Turn-key solutions – election and voting services available immediately
• An auditable, defensible processes with guaranteed and certified results
• An assigned project manager that will manage your project from start to finish
• World-class data center services and security

All services provided are assured by professional liability insurance and backed by a staff of election experts that makes sure your project runs smoothly. Are you ready to learn how SBS can help your financial institution? Click ‘Learn More’ to contact us or call 800-974-8099 to talk to an election services expert.