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Trust Department Management Manual

Price:
$739.00
Code:
521
Expert:
Shipping:
$34.99


Expert Help For A More Profitable Trust Operation.

Our attention and resources need to be focused on making money in the face of the growing competition for trust services. So let the banking experts at Sheshunoff Information Services Inc. supply the basics.

The Sheshunoff Trust Department Management Manual gives you the "nuts and bolts" for a more profitable trust operation. Clear guidelines and step-by-step explanations help you manage your department better by using proven techniques and methods.

Sixteen comprehensive chapters cover everything you and your staff need, from identifying new customers to implementing investment strategies. You'll see:

  • Where to find new markets and how to reach them.
  • How to evaluate new products for profit potential before you commit your resources.
  • Where technology and automation can really save you time, money, and risk.
  • How to offer new services without legal and regulatory risk.
  • What your departmental structure has to do to support you.
  • And much more.

Your Job Is Easier When You Do It By The Book.

The Sheshunoff Trust Department Management Manual is designed to help you become more profitable and competitive. Everything in the manual is designed for implementation. This isn't academic theory it's all a proven approach to managing costs, improving profits, and staying competitive.

Plus, you get updates that help you stay on top of the latest trust management information quickly and easily.

You get more than just straight technical text. We give you explanations and insights on how to apply the regulations to your day-to-day activities in a format that everyone on your staff can use. There is also a section of Internal Control Questionnaires on CD, which can be customized to fit your institution’s circumstances.

So whether it's a new rule, a new marketing technique, or a new investment instrument, you know all about it without a lot of extra work.

You can trust Sheshunoff to give you proven, cost-effective tools that can make a difference in your operation. Plus, you have our 30-Day Guarantee so you risk nothing by giving the manual a try.

Highlights of Our Latest Update Table of Contents How to Use This Manual Look Inside This Book!*
*Requires Adobe Acrobat Reader

About REGCOM

Regulatory Compliance Associates, Inc. (REGCOM) was established in 1988 by Jerry Miller, president. Mr. Miller was formerly with Peat Marwick Main & Co., where he served as practice leader for the Midwest Financial Institutions Regulatory Compliance Consulting practice. In this role, Mr. Miller advised management and directorates of financial institutions on understanding and complying with banking regulations, including the development and implementation of formal policies and procedures. Prior to joining Peat Marwick, Mr. Miller served as an OCC field examiner and member of the OCC regional/district management team.

With a wide range of regulatory examination and financial institution experience, REGCOM’s staff has experience in assisting management and directorates of financial institutions on a number of focus areas, including understanding and complying with regulations, training, and assisting problem institutions. REGCOM’s publications cover a variety of management and regulatory focus areas, and guide management through the design and implementation of individual regulatory compliance programs for financial institutions of all asset sizes. REGCOM offers proactive information and solutions to all levels of staffing within the financial services industry. See all works by REGCOM


Product Details

Author:
REGCOM
Format:
Manual with CD
Updates:
Purchase includes annual subscription with 2 periodic updates

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