In 2023, F2 Strategy acquired Oakbrook Solutions. Our combined team has helped dozens of Trust Companies and Regional Banks navigate through their technology transformation. Our technology strategy and implementation services help you enhance client experiences and grow your wealth management services.
Assessments of your technology use
Aligning technology and operations to the firm’s value proposition and client experience
Implementing technology systems and tools such as your digital client portal and financial planning and estate planning tools that make estate planning and trust document management more efficient
Selecting the right trust accounting platform
Creating more effective client facing workflows like account opening, cash movements, trade management and distributions
Time TBD
Is there really a technology gap between Trust Companies and RIAs? And if so, how does that gap impact a Trust Company's ability to compete for clients and advisors. In this session, we’ll reveal new insights collected from the ATO membership to explore perception vs. reality. We’ll also discuss ways we’ve seen Trust Companies successfully implement new technology.
What technology Trust Companies are using with success
What barriers keep Trust Companies from addressing their biggest technology needs
The consequences of not deploying good technology to customers and advisors
And much more
The Association of Trust Organizations (ATO) provides a forum for trust organization leaders, owners, and operators to network and grow as an industry. ATO attracts professionals from across the country, providing opportunities for networking, business development, continuing education, and information on key industry issues. At the Annual Meeting, spend a day and a half learning about new technology and developing yourself as a leader. There will be 13 hours of sessions to learn and explore the latest avenues for Trust Companies to grow.
Become a member for discounted tickets to the meeting
