sales and asset forecasting
remote workforce

Account Transfers: Issues and Opportunities 

This webinar took place on Tuesday, January 26, 2021, at 2:00 PM EST


Listen to an insider's discussion on issues that are changing legacy asset transfer operating models:

  • Changing client expectations

  • Lack of integration between trust accounting and cost basis reporting systems

  • Plans for automating dated manual processing and legacy communications channels

  • Potential of a common interface for the front, middle and back offices

  • Complete accounting for trailing activity

  • Learn how to meet and exceed client services expectations

Moderated by the American Bankers Association


Mike Sullivan: Northern Trust

Whitfield Athey: Delta Data

Delta Data
Delta Data provides the back-end solutions that companies in the mutual funds industry use to process billions of dollars of transactions and keep on top of their data. See more at