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Tag Archives: front office

ACATS

How to Streamline ACATs for Bank Trusts and Keep Customers’ Best Interest in Mind

Customers like a frictionless experience when it comes to finance. When a client has decided to transfer their assets, it’s important to educate them as much as possible. This means keeping customers in the loop as to where their assets are and when they are expected to transfer. No one likes getting the run-around, especially not when it comes to making such a big financial move. The key to streamlining the trust customer’s experience in ACATs is to make the process more proactive than reactive. Read more