Solution introduction
Offer wealth and trust accounting to all your customers
Create profitable relationships for any size wealth account, retain deposits, and increase customer and advisor satisfaction
Democratize wealth across your institution
Be there for your customers at any point during their wealth journey.
Use digital to improve operating margins
Adjusting your wealth and trust offerings via digital advice reduces the amount of people-powered work performed by your current employees.
Digital retains deposits & customers
Lowering the bar for opening a wealth or trust account lets you recapture emerging wealth customers looking outside of your bank.
Create long-term wealth relationships
Working with your customers earlier in their wealth journey ensures that you are there as their assets and account sizes grow.
