Trust Account (Product Life Cycle) Workflow Template

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Overview: Trust Account (Product Life Cycle) Workflow Template

This workflow template illustrates the initiation, maintenance and closing of investment trust accounts. Purchase and download this template in PDF and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Trust Account (Product Life Cycle) processes.

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Process Details and FAQ: Trust Account (Product Life Cycle)

What is included in the Trust Account (Product Life Cycle) process?

The Trust Account (Product Life Cycle) process involves the initiation, maintenance and closing of investment trust accounts. This process includes the reception of customer trust account related inquiries, product needs analysis, customer risk assessment, account opening, asset allocation, informational change request processing (ensure that customers are informed once the change has been made) and account closing. Once the account has been closed, it is recommended that all asset transfers are tracked to ensure they have been distributed correctly.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Trust Account (Product Life Cycle) process:

  • 1.Assets Under Management (AUM Withdrawal Rate: Existing Clients
  • 2.Assets Under Management (AUM) Growth Rate: New clients
  • 3.Total Volume: Escrow Account Opening

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Trust Account (Product Life Cycle) process:

  • Account Advisor
  • Customers
  • Client Services Staff (Back Office)
  • Compliance & Risk Management Staff

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF and Visio (VSD) file formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Trust Account (Product Life Cycle)

    - Instantly download files
    - Includes PDF, VSD file formats
    - Customize the Visio (VSD) version
    - Mapped in BPMN 2.0 format


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