PTG Trust Advisor
CONSULTING SERVICES | PTG Trust Advisor offers timely advice and support to enable your organization to grow in the highly competitive and rapidly expanding financial services market. Our experienced trust consultants are available to assist management with evaluating the internal structure of their organization, as well as helping them explore related business opportunities.

Most trust departments have their own unique way of processing transactions and monitoring workflow, provided that they comply with certain generally accepted standards and conform to regulatory oversight requirements. However, technology has improved the way we gather information for compliance purposes and has streamlined many traditionally acceptable practices and procedures – or has made them obsolete or unnecessary. Therefore, it is incumbent upon trust department managers to keep abreast of new ideas and/or technologies that may lead to cost savings and improved efficiency.

The PTG Trust Advisor brings you a wealth of information and ideas gained from years of hands-on experience in operating both small and large trust departments, as well as implementing organizational rules, policies and procedures established by independent trust department auditors. Here are just a few of the areas where our knowledge and experience will benefit you and your organization:

 Profitability Analysis
 Technology Review
 Functional Review of Departmental Positions
 Work Flow Analysis
 Internal Benchmarking & Goal Setting
 Establish Operational Guidelines
 Review of Policies & Procedures
 Review Vendor Relationships for Increased
    Efficiency & Competitive Pricing Advantages

The PTG Trust Advisor will work diligently with you and your staff to evaluate your needs and to arrive at a solution that is both effective and economical. We are very sensitive to the unique needs and requirements of each client, which enables us to be creative yet practical in our approach to each assignment. Our consultants are trained to listen carefully to each client’s needs and to respond in an experienced, thoughtful way – not to meet their expectations, but to surpass them.

The PTG Trust Advisor also provides you and your organization with a vital resource of information from other professional organizations and specialists in the personal trust profession. We draw advice and support from an excellent pool of resources, including some of the top specialists in trust software design and development, bank auditors, accountants, attorneys, information technology support and e-commerce, to name a few.

Please visit The Alliance Partner Program for more information about our service partners and for information on becoming a member.