Welcome to TRUST

TRUST is a web-based client intelligence solution that elicits the critical information you must know about your clients and prospects. Clients identify their needs by completing online assessments that the advisor assigns to them.

The adaptive intelligence in TRUST allows you to identify opportunities for cross-selling and new business. The automatically generated client service plan acts as an agenda for a meeting with the client or prospect and gives you the head start of understanding the key needs including financial goals, dreams, risk tolerance and expectations of the client before you meet with them.

 

With client intelligence, you can approach both prospects and clients with confidence, providing insight into the key industry trends and financial developments that are impacting them and their businesses.

TRUST For Accounting Firms

As an accounting professional, you are extremely time pressured. Your clients continually look to you for reassurance that you are in fact providing the best solutions to fit their needs. But can you really provide the most appropriate advice if you can’t say for sure what your clients need and want? With TRUST’s unique client intelligence, you stay ahead of the game.
TRUST gives you an easy, affordable way to establish precisely what your clients want from your firm. And the client intelligence gathered by TRUST across thousands of users in a wide variety of industries gives you a clear understanding of the opportunities and challenges your prospects and clients face within their specific industry.

 

TRUST helps Top 100 firms, mid-size regional accounting firms and small local practices save time, deepen client relationships and set themselves apart from the competition.

TRUST For M&A Professionals

As you are only too well aware, your clients continually look to you for reassurance that you are in fact the best advisor for them with the best solutions to their needs, able to structure customized solutions that meet their needs and risk profiles. But can you really provide the most appropriate advice if you can’t say for sure what your clients need and want?

TRUST gives you an easy, affordable way to gather information and establish precisely what clients want. And the client intelligence gathered by TRUST across thousands of users in a wide variety of industries gives you a clear understanding of the opportunities and challenges business clients face within their specific industry.

 

With TRUST, you are better prepared and positioned to market your mix of services to prospects and clients and to identify opportunities for cross-selling.

TRUST For Financial Institutions

As an institution providing wealth management or asset protection solutions, your agents continually look to you for reassurance that you are in fact the best broker dealer for them with the best solutions to their needs, and in turn, your agents’ clients continually look to them to structure customized solutions that meet their risk profiles. But can your agents really provide the most appropriate advice if they can’t say for sure what their clients need and want?

TRUST gives you an easy, affordable way to establish precisely what clients want, and allows you to position yourself with prospective new agents and advisors as an institution committed to helping them close more business.

 

TRUST helps financial institutions and their advisors save time, deepen client relationships and set themselves apart from the competition.

TRUST For Financial Planners

As a financial planner providing wealth management solutions, your clients continually look to you for reassurance that you are in fact the best advisor for them with the best solutions to their needs, able to structure customized solutions that meet their risk profiles. But can you really provide the most appropriate advice if they can’t say for sure what your clients need and want?

TRUST gives you an easy, affordable way to establish precisely what clients want and gives you a proven process for closing more business. And the client intelligence gathered by TRUST across thousands of users in a wide variety of industries gives you a clear understanding of the opportunities and challenges business clients face within their specific industry.

 

TRUST helps financial planners save time, deepen client relationships and set themselves apart from the competition.

TRUST For Investment Bankers

Clients expect their bank to understand their needs and be proactive in giving advice. TRUST gives your relationship managers an easy, affordable way to establish precisely what clients want and a proven process for closing more business. And the client intelligence gathered by TRUST across thousands of users in a wide variety of industries gives the bank a clear understanding of the opportunities and challenges business clients face within their specific industry.

With TRUST and its adaptive client intelligence you save time, streamline the information gathering process, and demonstrate industry expertise.

 

With TRUST you are better prepared and positioned to market the bank’s individual mix of services to prospects and clients and to spot opportunities for cross-selling.

TRUST For Insurance Firms

As a insurance company or agent providing solutions, your clients and prospects continually look to you for reassurance that you are in fact the best advisor for them with the best solutions to their needs, able to structure customized solutions that meet their risk profiles.

TRUST gives you an easy, affordable way to establish precisely what clients want and gives you a proven process for cross-selling and closing more business. And the client intelligence gathered by TRUST across thousands of users in a wide variety of industries gives you a clear understanding of the opportunities and challenges business clients face within their specific industry.

 

With TRUST, you are better prepared and positioned to market your services and cross sell to prospects and clients and to proactively increase new business.

TRUST For Law Firms

As a lawyer, you are extremely time pressured. Your clients and prospects continually look to you for reassurance that you are in fact providing the best solutions to their needs. But can you really provide the most appropriate advice if you can’t say for sure what your clients and prospects need and want?

TRUST gives you an easy, affordable way to establish precisely what clients want and gives you a proven process for cross-selling and closing more business. And the client intelligence gathered by TRUST across thousands of users in a wide variety of industries gives you a clear understanding of the opportunities and challenges business clients face within their specific industry.

 

TRUST helps Top 100 firms, mid-size regional legal firms and small local practices save time, deepen client relationships and set themselves apart from the competition.

TRUST For Succession Planners

As you are only too well aware, your clients continually look to you for reassurance that you are in fact the best advisor for them with the best solutions to their needs, able to structure customized solutions that meet their needs and risk profiles. But can you really provide the most appropriate advice if you can’t say for sure what your clients need and want?

TRUST gives you an easy, affordable way to gather information and establish precisely what clients want. And the client intelligence gathered by TRUST across thousands of users in a wide variety of industries gives you a clear understanding of the opportunities and challenges business clients face within their specific industry.

 

With TRUST, you are better prepared and positioned to market your mix of services to prospects and clients and to identify opportunities for cross-selling.