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DST Vision Offers Expanded Breakpoint Information
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New Vision Functions Coming Soon
Vision Growth Continues
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Sales Tool Focus
Search401k® Launches New Reporting Tool
Advisor Case Study
Jody Rhyne III
Vision Team Profile
Marchai Ashley
 
Vision View
Fall 2003
Volume 1, Issue 3
A quarterly publication of DST Vision

Contact Us
Reach the Vision Customer Intelligence Group weekdays,
7 a.m.-5 p.m. (CT):
800.435.4112 
dstvision@dstsystems.com

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Vision Team Profile: Marchai Ashley
  
Marchai Ashley

“I’m proud that Vision can make a difference to an advisor’s business.”
   

When you call 800.435.4112 or send an e-mail message to dstvision@dstsystems.com, there is a team of dedicated and knowledgeable individuals ready to address your needs. Over time, we will introduce each of the team members who are committed to providing you with the best possible customer service and a positive DST Vision™ experience.

Marchai Ashley brings unique perspectives to her position as Product Specialist on the Vision® support team.

Prior to joining the Vision team one year ago, she worked for DST Systems-subsidiary, National Financial Data Services (NFDS), where she supported relationships with various mutual fund companies. Through her work with NFDS, Marchai learned first-hand that Vision is a critical tool for advisors and an efficient resource for broker/dealer back-offices. When an opportunity arose at DST Vision, she was excited about working with a product she already knew.

Marchai’s other perspective comes as an investor. She understands what investors like her expect from their financial advisors, and enjoys helping advisors provide a tailored and professional approach to meeting their clients’ needs.

Marchai provides a personal touch to her customer interactions. “Sometimes advisors are intimidated by the Internet in general,” said Marchai. “By providing a hands-on approach and individual service, I can help them realize that the Vision Web site is very easy to use.” Advisors have appreciated and recognized her help with complimentary e-mail messages.

Marchai’s outside interests include caring for her 13-year-old son and eight-year old daughter, who enjoy basketball and outdoor activities. In her spare time, she helps raise funds for the Leukemia & Lymphoma Society®.