Trust Services Industry Consulting

Market-facing advisory and strategy for trust service organizations

Whether dealing with the challenges related to merger and acquisition, modernizing their sub-custody servicing, or figuring out how to do more with less, Trust Services organization face complex strategic challenges of how to remain competitive in their marketplace, while adapting to an ever changing regulatory and compliance environment. Trust Service organizations are looking to optimize their operational solutions investments, so as to enable them to achieve their business strategy.

Trust Services Industry Consulting services position our business strategists, program managers and solutions architects with deep industry experience to provide advisory services and strategy to our clients.

Trust Services Industry Consulting services position our business strategists, program managers and solutions architects with deep Insurance industry experience to provide advisory services and strategy to our clients. Advisory engagements produce Strategic Roadmaps that achieve greater competitive advantage and systematically prepare and provide for reacting to changes in compliance and regulatory requirements. EI helps Trust Service clients write RFPs and select the best of breed solution vendors to move forward with the transformation and modernization of their business and technology solutions.

Case Studies

The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.

— Bill Gates,
Microsoft Founder