WealthHub Solutions Hires 25-Year Industry Veteran to lead Sales, Strategy and Marketing.

2020-05-26T15:34:31-04:00May 26th, 2020|Blog|

CONSHOHOCKEN, PA—May 26, 2020—WealthHub Solutions, the leading CRM provider for trust companies and family offices, today announced the appointment of industry veteran Charles Brown as the Director of Sales. In the newly-formed position, Charlie will drive New Business Development and manage the growth of the company in terms of Sales, Strategy and Marketing. “We [...]

How Can Trust Companies and Family Offices Quickly Adapt to the Complexities of a Remote Workforce?

2020-04-06T16:08:17-04:00April 6th, 2020|Blog|

Trust companies and family offices, like other businesses across the country, are facing unprecedented challenges as the COVID-19 crisis continues to unfold. Aside from the daunting challenge in the preservation of wealth through hostile markets, fiduciary organizations have had to manage the abrupt switch from office environments to employees working from home (WFH). How are [...]

Why is a “Deep Vertical” CRM the Right Solution for Ultra-High Net Worth Fiduciaries?

2017-05-03T10:26:46-04:00April 26th, 2017|Blog|

Domain-specific CRM systems offer trust companies and family offices advantages vs. horizontal CRM options So, you are a manager of a trust company or family office. You are considering a CRM system and sorting through the questions that will determine which system you buy and how you deploy it.  One of the first questions [...]

Should CRM Be Just Another Three-Letter Word for Trust Management?

2017-02-16T09:38:23-05:00February 15th, 2017|Blog|

In the beginning, there was STP. All in banking technology saw that STP was good and the desire for STP was great. So, STP begat ERP and then BPM. Meanwhile, unnoticed by the banktech crowd, CRM only slowly developed BPM so it too could deliver STP. Whoa! Wait a minute. What are all these [...]