ATO Forum 2017 Recap

The Association of Trust Organizations (ATO) celebrated 25 years of providing a forum for leaders, owners and operators of trust organizations to network and grow as an industry this year, and we were proud to be a sponsor of this great industry event.

The Wealth Access team made the trip to Washington D.C. from September 24 to 26 for the Annual Meeting, and in addition to sponsoring the event, we have another link to ATO: there are several Wealth Access clients who play a prominent role in the ATO.

Like all industry events, we went to the ATO Meeting hoping to take away some new information we could share with our clients and this year’s event did not disappoint. The topics covered during sessions covered a broad range, from wealth management to trust business issues with a heavy emphasis placed on technology in support of the business.

As you probably can guess, technology supporting wealth management and trust businesses is an issue that’s near and dear to us, and we appreciated the focus the ATO event placed on it.

Trends in Technology session acknowledged the importance of a digital and mobile client experience, much like the one you can achieve with Wealth Access. The session cited several industry studies that identified client experience as the key growth driver for advisory firms.

Beyond that, a session on Information Security stressed the importance of risk management and the benefits that advisory firms can achieve when they leverage established financial technology providers to deliver their services.

If you’re not familiar with the ATO, I encourage you to check out their website here and maybe we’ll see you at next year’s meeting.

For more information about how Wealth Access can help you leverage a digital client experience to grow your firm, get in touch with us here.