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Goldk Investment Services




Goldk Investment Services, Inc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

Founded in 1999 by a team of financial and technology experts, the firm is reengineering the way retirement plans are created, distributed, managed, supported, and used. The firm’s Investment Services a full-service retirement company and a leading provider of online retirement plans, will use Voxeo to allow its customers and plan participants to have around-the-clock telephone access to their 401(k) accounts.GoldK Investment Services chose to deploy its application using Voxeo in order to cost effectively provide more comprehensive service an offer greater account access to its customers.
 
 Participants in The firm's retirement plans can use this enhanced access to perform tasks such as checking account balances, switching mutual fund investments or changing contribution rates, mirroring their online functionalities. The firm is committed to making the entire experience of participating in a retirement plan as easy and efficient as possible. Voxeo's call management capabilities, enhanced support services and speech recognition technology allow us to present an even more robust suite of benefits for our clients than they've had thus far.

The firm delivers integrated voice solutions that enhance customer care, reduce costs, improve staff effectiveness and provide new sources of revenue. The Voxeo platform extends web technologies to the telephone, making it easy to create, deploy and maintain voice applications that provide real-time access to data through the ubiquity of the phone.

The firm’s retirement plans give owners of even the smallest businesses the flexibility and service that was once reserved for larger companies. With no costly legacy systems to maintain, they are able to offer the most sophisticated retirement plans available today. Services include complete electronic plan administration and record keeping, a multi-manager investment platform with a wide array of choices from many of America's leading fund families, a self-directed brokerage option, secure plan access and comprehensive educational tools for retirement investors featuring Retire TodayTM, a daily electronic newsletter.

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