2-Day Workflow Assessment
We provide
solutions to help meet business goals. With a wide range of
management expertise including retirement plan services, personal and
corporate trust, participant recordkeeping, and trust operations, we
are able to assist institutions and professionals in all financial disciplines.
Since we do not
sell any investment products nor do we receive any commissions we are
totally unbiased with our advice.
Your Bottom Line
Revzon Consulting
offers a two-day on-site assessment of the current workflows and
procedures of your Trust Department.
The objective of
this assessment is to determine:
- Effectiveness of
the current structure
- Personnel
and training issues
- Utilization
of the trust system
- Control
weaknesses
- Value
of current client service program
Our methodology includes:
- Face-to-face
interviews with management & staff
- Observe
daily work as it is being processed
- Review
current written procedures
- Assess
month-end and other periodic report processing
- Go
through audit and regulatory examinations
What we deliver:
- Synopsis of interviews
- Summary
of current workflows and procedures
- Recommendations
for improving workflow and/or procedures
- Identified
personnel and/or training issues
- Identified
system needs
The Extra Benefit
to you:
- 40 years of our
experience to assist and guide you
|
