Zephyr Financial Solutions

Trust Officers

Advanced Performance Reporting Across Multiple Levels

trust wealth management

Trust Wealth Management

Rooted in the need to provide more detailed performance reports at various levels, Trust Officers are increasingly tasked with creating more personalized, detailed reports that dig deeper into client portfolios. The implementation of more robust reporting is also allowing community banks to compete on an equal playing field with national financial institutions by showcasing the value they bring through customized statements.

Meaningful Engagement Builds Strong Client Relationships

According to 2019 Global Wealth Management Research Report, “Clients are identifying specific providers to fill certain needs, resulting in an increased number of financial provider relationships.” Five different relationships on average says the report. Community banks are competing every day to keep their clients engaged. In-depth reporting, personalized and comprehensive builds confidence and conveys a commitment to transparency.

Trust Bank Reporting