The Business Challenge

Deliver and manage a broad range of trustee related services, including legal, financial and asset management services, wills and deceased estate administration, and charitable giving.

The Solution

Unisys Business Process Solutions to support, maintain and enhance the trustee’s core client management system, which manages $1+ billion worth of net client assets, and supports ~5,000 active trustee clients, ~100,000 registered wills and ~600 new deceased estates per year.

Results and Benefits

• Realized growth in client base and maintained client satisfaction without significant changes in staff levels
• Improved accessibility, information sharing and the ability to validate information from multiple sources
• Enabled the launch of the Give2Good Community Foundation to encourage Western Australians to ‘give to good’ causes; testators have so far promised over $6+ million to the foundation in the form of charitable bequests