Services

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Strategic Directions combines three management tools into one powerful technology:

- Strategic Planning 

- Re-engineering 

- Marketing 

These technologies, working in tandem, can give you unprecedented power, control and direction.  This dynamic, powerful technology can be tailored to your needs to help you set the right course for your organization, define goals and articulate winning strategies, identify potential marketing opportunities, improve productivity and more. 

FOCUS is a technology that can help you transform your organization into a finely tuned 21st century service delivery system. 

This proprietary methodology and software and modeling techniques can help you fine tune your organization, enhance its performance and meet the challenges of an ever-changing marketplace.

Talk to us and find out how this powerful tool can help your organization reach its true potential. 

Market-Edge is a service that can help you determine the right product mix for your organization.   Help you find hidden marketing opportunities in your current customer base and find new marketing opportunities in your market niche. 

Should you add new products to your current product line up?  Products like retirement plans for your corporate clients and investment solutions for your IRA customers.

Your current and future customers have needs.  We can help you  find out what those needs are and how to fulfill them. 

Security Plus provides your organization with the technology to deal with:

- An ever changing regulatory reporting environment

- Complex risk assessment and management issues

- Recovering from a catastrophic interruption to your business

- And more ...

We can help you deal with the  critical issues facing your organization in a cost effective and timely manner and give you the freedom to concentrate on your business' growth.

Whether you need assistance on a one time basis or wish to outsource some or all of your Risk Management, Regulatory Compliance and Reporting, Disaster Recovery and Business Continuity functions, we can help.

Service delivery systems tailored to your needs: 

Trust-One is the first trust outsourcing service for banks, commercial trust companies, savings & loans, investment management firms and insurance companies that focuses on the marketing and administrative needs of the front office - not just the needs of the back office. 

Trust-One/FT is the only "Family Trust Company" support services product in the industry that is tailored to the unique needs of Family Trusts and Family Offices - unique needs like, personalized service, partnership accounting systems, international custody services and more. 

Our trust support services are driven by a philosophy that your customer has a right to expect “high touch” as well as “high tech” service. 

Our extensive experience providing support and systems solutions to the trust and wealth management needs of high net worth individuals, families and corporate entities, translates into an outsourcing service that can meet and exceed your expectations. 

Whether you wish to outsource some or all of your trust administration, operations, information technology, risk management and/or compliance functions, we can help.