If you think evaluating and selecting the right trust technology provider is challenging — you are not alone. In a sea of solutions, it is hard to choose. Yet the implications for trust companies and wealth management firms could not be greater.
In today’s environment, firms must maximize efficiency and do everything possible to retain clients—including reviewing their technology choices.
Watch the recording of a recent webinar hosted by The Wealth Advisor and hear experts from SS&C Innovest and The Trust Company of Tennessee discuss:
- Rapid changes in the trust landscape and how to engage with clients in this environment
- Current client expectations around automation, reporting, and ease of use
- The most important criteria for picking the right trust technology
- And more
