At LAVA, we cut our teeth automating Wealth Management’s most intricate business process – onboarding – in the most challenging of all workflow environments: Trust companies.
Everything is more demanding on the Trust side of financial services. Regulations are more stringent. Compliance is more tightly enforced. And onboarding of new accounts requires answering not 30-45 questions, as it does in the brokerage business, but nearly 150 before you get to funding – and not including approvals and committee reviews.
Our expertise and experience are second to none, and we want to put them to work for you.
Pick a process(s) you would like us to automate, or engage us to help you find and automate your most problematic process. We guarantee you a 20% return in efficiency, or will return 25% of our charges upon completion of the project.
LAVAʷᵐ
301 North Main Street
Suite 2304
Winston-Salem
NC 27101
We help you create new efficiencies and new growth, and are fully equipped to fulfill our commitment. Our principals combine deep expertise in process design, system integration, and implementation with extensive experience in Wealth Management operations.
A firm committed to helping you create new efficiencies and new growth, and fully equipped to fulfill its commitment Our principals combine deep expertise in process design, system integration, and implementation with extensive experience in Wealth Management operations.