Together, these companies focus on the areas of wealth creation and management, education and retirement funding, business succession, and trust and estate planning for their clients. Metavante will provide Hilliard Lyons Trust with trust operations processing services through Marshall & Ilsley Trust Company (M&I Trust), using its TrustDesk, an integrated wealth management platform.
Hilliard Lyons Trust Company will implement TrustDesk’s intuitive browser-based screen navigation to drive internal efficiencies, support front-office business building tools and provide processing to run its daily accounting and record-keeping applications. The trust company will also leverage Metavante’s newly released client and executive management portal, which provides a single gateway to all TrustDesk information, as well as planning tools, reference information and communications capabilities, said Metavante.
Ken Krei, chairman of Marshall & Ilsley Trust, said: We pride ourselves on being a full-service trust company that understands what it takes to deliver reliable and accurate trust operations. Backed by 84 years of trust services experience, M&I Trust provides a high level of responsive, personalized service and ongoing processing support, affording Hilliard Lyons Trust Company with a capacity to focus on their mission to guide clients toward financial peace of mind.
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