TITLE

CAPE ANN TRUSTS AUTOMATED PROCESS

AUTHOR(S)
Adams, John
PUB. DATE
February 2007
SOURCE
Bank Technology News;Feb2007, Vol. 20 Issue 2, p20
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article reports on the automation of the processing of mutual fund trades and trust management functions by Massachusetts-based bank Cape Ann. According to Gail Ramos, vice-president and senior trust officer for Cape Ann Bank, the market changes so fast that it requires reinvention strategy every five years. The bank has deployed a Windows-based product from AccuTech that is operating on both administrative and customer facing fronts. They also made use of an investment proposal program.
ACCESSION #
24178717

 

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