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Modernizing Trust Technology Solutions: Exceeding Your Client’s Evolving Expectations

Available On Demand

In the rapidly evolving world of trust and wealth management, it's more important than ever to stay on top of the latest technological innovations. Clients expect a seamless, digital experience that provides them with real-time information, personalized advice, and access to the full picture of their financial legacy. To meet these expectations and stay ahead of the competition, trust firms need to modernize their technology solutions.

This upcoming webinar will explore the following topics:

  • How trust firms can leverage cutting-edge technology to enhance efficiency
  • Navigating the complex regulatory environment
  • Delivering an outstanding digital client experience
  • The benefits of CRM interaction

In addition, our speakers will delve into the latest trends in the industry, such as the increasing number of mergers and acquisitions, the need for operational efficiency, and generational wealth transfers.

By attending this webinar, you will come away with a clear understanding of how to modernize your trust technology solution to meet evolving client expectations and differentiate yourself in a crowded market. You will also gain insights into the latest technologies and tools that can help you provide the information your clients want, when, and where they want it. Join us to learn how to use innovative technologies and enhance your firm's digital client experience.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Sponsored by



James McClenahen - Panelist
Director, Product and Development
SS&C Salentica


John Milne - Panelist
Sr. Director, Product Management and Strategy
SS&C Black Diamond


Alastair Bogg - Panelist
SVP, Product Management/ Business Analysis
SS&C Innovest


Jasmin Conner - Moderator
Associate Solutions Consultant
SS&C Advent


Susan Lipp - Host
Editor in Chief
Trusts & Estates




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