Solutions for Trust Companies and Private Banks
Achieving success in today’s crowded high-net-worth market requires a clear competitive advantage — superior or unique investment strategies, unparalleled client service and/or value-added reporting of critical client data via the Web. To implement these strategies trust companies like yours need a dedicated focus on expanding investment options, more time to spend with clients and leading-edge reports to differentiate your product offering.
That’s where we can help. As a demonstrated leader in the investment services arena, we can manage your administrative and operational tasks with full front-to-back-office capabilities, leaving you free to concentrate on your important trust and private clients.
Our Approach to Client Service
Our teams are accountable to you. Collaboratively, we develop service level agreements, perform quantitative assessments through our client report cards and administer qualitative surveys to ensure our client service meets your expectations.
We also meet regularly with your management and operations staff so we can proactively address your needs or issues, and advocate for you within the larger State Street enterprise to get answers and timely resolution to your concerns. In addition, we have significant experience with complex client implementations, using a proven methodology that has been refined to ensure success.
How You Can Benefit from a State Street Solution
As a strategic, integrated component of your day-to-day business, we work closely with you to identify your core requirements. We don’t use cookie-cutter templates — we work together with you to create exactly what you need to take your business forward to tomorrow that enables you to:
> Aggressively grow your business and implement new investment strategies, including global and alternative assets
> Increase your client retention rates and your “wallet-share” of client assets
> Create a variable and much more predictable operating-cost model
> Reduce operational and organizational risk
> Maximize your technological benefits without increasing your spend — now and in the future
> Automate your manual processes, saving valuable time and resources
> Reduce other business costs, such as business continuity and infrastructure costs
> Re-engineer your business processes
> Improve the quality of service you extend to your customers
> Improve your clients’ Web and reporting experience
For more information, please contact:
Senior Vice President