Delta Data BlogHow to Streamline ACATs for Bank Trusts and Keep Customers’ Best Interest in Mind
July 30, 20190
Customers like a frictionless experience when it comes to finance. When a client has decided to transfer their assets, it’s important to educate them as much as possible. This means keeping customers in the loop as to where their assets are and when they are expected to transfer. No one likes getting the run-around, especially...
