Trust companies generally enjoy deep, personal relationships with their trustee clients. Each relationship is governed by the underlying trust documents, which mandate how the client’s assets will be managed. Given the regulated nature of these instruments, trust companies historically haven’t had to focus on the concept of client experience or the digital availability of interactive portals and mobile applications. Until now.
Our whitepaper, Modernizing the Trust Company Client Experience, explains how trust firms can take advantage of innovative technologies to visibly and measurably differentiate themselves, while delivering an outstanding digital client experience.