Request Portal

Streamlined Workflow: One process for the most requested transactional types. More request items to come later in the year;

Less Email Clutter: Say goodbye to chasing forms and status updates;

Real-Time Visibility: Know exactly what’s been submitted and where it stands with built-in SLA notifications to keep trust officers and financial advisors informed throughout the lifecycle of each request, reinforcing their role as proactive relationship managers;

Fewer Mistakes: Required fields and dropdowns help ensure complete, accurate submissions;

Organized and Auditable: The Portal consolidates all incoming requests into a single, streamlined platform—eliminating reliance on fragmented channels. This reduces the risk of missed or delayed requests and ensures a more consistent client experience;

Enhanced Transparency and Accountability: Every request is automatically converted into a task with a visible audit trail. This allows users to receive on-time updates and allows management to track progress in real time, improving oversight and accountability;

Operational Flexibility and Resilience: Tasks can be reassigned dynamically to accommodate workload balancing, vacations, or unexpected absences. This ensures continuity of service and supports a more agile internal operation; and,

Improved Internal Collaboration: With all requests visible in a centralized task management screen, internal teams can collaborate more effectively, reducing duplication of effort and improving turnaround times.