Trust organizations face increasing pressure to do more with fewer resources. As experienced professionals retire and operational demands grow more complex, firms are seeking new ways to streamline workflows, improve client experiences, and scale efficiently.
In this exclusive interview with Acclaim Magazine, Gretchen Goode, Senior Vice President, Consulting at SS&C Black Diamond® Wealth Solutions and recipient of the Family Wealth Report 2026 Award for Women in Wealth Technology, discusses how trust companies can modernize their operations through integrated technology, managed services, and emerging innovations such as artificial intelligence.
In this article, you'll learn:
Why trust firms are moving away from disconnected, siloed systems
How integrated technology can improve operational efficiency and client engagement
Strategies for overcoming talent shortages and reducing key-person risk
The role managed services can play in supporting growth without increasing headcount
How a connected technology foundation can help firms prepare for AI-driven innovation
