Get it right
the first time.

We have a long and successful track record of helping organizations maneuver the challenges and roadblocks of selecting and implementing any new system.

How prepared are you to deal with the financial, political, workload, and other implications that are inevitable with a Trust core processing system change? For your staff, a change in the trust data processing system can be truly traumatic.  Pohl Consulting and Training, Inc. has a long and successful track record of helping organizations maneuver the challenges and roadblocks of selecting and implementing a new system. Working with us will ensure that you get it right the first time.

We can help you (1) manage the process to achieve complete staff buy-in to the new system, and (2) acquire the best trust system that meets the needs of your clients, your staff, the regulators and (3) support your present and future business lines.

We provide a request for proposal that is customized to the unique needs of your organization now and based on the long-term strategy and objectives of the organization.  The highlights of some of the issues we consider to guide the selection process are:

1. Clarification of Goals
   • Mission, Vision and Strategies of the trust organization
   • Cost, quality and capacity of the present system

2. Processing Environment
   • In-house vs. out-sourced?
   • Service bureau or time-share?
   • Multi-office needs?

3. Software
   • Musts and wants
   • Documentation
   • Report analysis
   • User Group

4. Cost
   • Purchase vs. Lease?

5. Analyze Alternatives
   • Vendor presentation
   • Points of comparison

6. Implementation/Conversion
   • Contract negotiation
   • Conversion procedures
   • Parallel operation
   • Final tests

We welcome the opportunity to work with you in the selection of a new (or first time) selection of a trust system.

This service provided by Wealth Management Compliance Alliance©, a division of Pohl Consulting and Training, Inc.