Corporate - Trust Register, Automations, Reminders (CAS & NowInfinity)

Apr 20 / Clarity Street
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 In this session, we'll be discussing several tools and practices that can help businesses build trust with their clients and streamline their operations.
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Trust Registers: Maintaining Transparency and Accountability
One crucial aspect of building trust with clients is to maintain transparency and accountability when it comes to trust account transactions. Trust Registers are an excellent tool for this purpose, as they allow businesses to keep a record of all trust account transactions. 
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Trust Structures in XPM Business Structures
By utilising XPM's trust structures, businesses can easily categorise and organise their trust accounts, simplifying the management process and minimising the risk of errors or non-compliance.
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Contacting Clients: Keeping Them Informed and Engaged
By using various tools like FYI, MailChimp, or other email marketing platforms, businesses can keep their clients informed and engaged. Regular updates, newsletters, or announcements are an effective way to communicate important information to clients, ensuring they are kept in the loop and feel involved in the process.
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Trustee Resolution Services: Compliance Made Easy
Complying with regulations can be a complex task, especially when it comes to managing trust transactions. Trustee resolution services like Ignition can be enlisted to assist businesses in meeting compliance requirements.
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Streamlining Appointment Booking
Online booking tools such as Bookings and Calendly can help businesses streamline the process of scheduling meetings or appointments. These tools allow clients to book appointments at their convenience, eliminating the need for back-and-forth communication.
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CAS360 Trustee Resolutions: Compliance at Your Fingertips
CAS360 is a cloud-based company compliance tool that offers a range of features, including managing trust accounts and resolutions. This tool helps businesses fulfill their compliance obligations by providing an easy-to-use interface for managing trust transactions. 
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Now Infinity Trustee Resolutions: Simplifying Trust Account Management
Now Infinity is a cloud-based legal document provider that offers a Trustee Resolutions tool. This tool enables businesses to manage trust accounts and comply with regulations effectively. 
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Watch a recording of this session below