Delivering trustee services for the Western Australian community
Deliver and manage trustee-related services, including legal, financial and asset management services, wills and deceased estate administration, and charitable
Unisys supports, maintains and enhances the trustee’s core client management system, which manages $1+ billion net client assets, and supports ~5,000 active trustee clients, ~100,000 registered wills and ~600 new deceased estates annually.
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 the 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