Personal
Trust Operations Do You Know What Your Competitors Are Doing
Duane Lee
Executive Vice President
CANNON FINANCIAL INSTITUTE
Athens, Georgia
This breakout session profiles service-level standards of several
different organizations’ personal trust operations. We will explore
personal trust operations in several areas: statement processing,
income collection, maturity processing, asset administration, standard
cut-off times, capital changes, free receives and free delivers.
We will explore the different service standards of the various
institutions and compare bank and non-bank service institutions as
well. We will also review numbers of employees and costs per account
for each institution. How competitive are your institution’s standards
when compared to these industry leaders?
