sales and asset forecasting
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WEBINAR:
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

Speakers: 

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  www.DeltaData.com