Oddlots
Random samplings of news affecting the estate planning industry
Compiled by Christopher Weems, Associate Editor
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Metavante Launches Wealth Management Consulting Services
MILWAUKEE, WI-- Metavante Corporation, a leading financial services enabler, has introduced a wealth management consulting service to help financial institutions as they strive to attract high-net-worth customers. Metavante is the technology subsidiary of Marshall & Ilsley Corporation.
Through its Wealth Management solution group, Metavante will work with clients to identify opportunities to implement wealth management models, enhance revenue, operate more efficiently, improve business processes and use technology to best advantage. The consulting service focuses on strategic and tactical initiatives to support an organization’s business or growth plans, offering business model and process reviews, project management, procedural development, marketing support, technology implementation and training programs.
"Although technology is an important piece of a successful wealth management strategy, it is the focused application of all resources that generates the most efficient and profitable results," said Norrie Daroga, senior vice president and general manager, Metavante Wealth Management. "Our team of financial services professionals adds practical experience and a track record of success to our product offering."
Daroga said a number of clients already are taking advantage of the new consulting service, including Synovus Trust Company, Legg Mason Trust and Colorado State Bank and Trust.
