FREE GUIDE
The Trust Technology Readiness Assessment
12 Questions Every Trust Department Leader Should Be Able to Answer Before Their Next Contract Decision
Is your trust technology genuinely working for your organization, or are you staying out of habit, inertia, or contract timing?
Most trust departments discover their technology gaps at the worst possible moment.
- A contract renewal arrives before the evaluation ever started.
- A vendor conversation happens on their timeline, not yours.
- A new line of business reveals the system cannot support it.
- An examiner finds documentation gaps the system should have prevented.
By the time these moments arrive, the leverage has already shifted to the vendor. That’s why we created this guide.
What You'll Learn
This assessment covers the areas where trust departments are most commonly underprepared:
- Whether your current system still fits your business model and growth plans
- How your client-facing reporting and experience compares to what the market now expects
- Whether your audit trail, user access controls, and document retention would satisfy examiners today
- What your contract terms actually say and which provisions are negotiable
- How to recognize when your vendor has moved your account into maintenance mode
- What it would take internally to move forward with an evaluation before the window closes
Why Download?
Blake Williams spent more than twelve years on the vendor side of trust technology negotiations before joining Pohl Consulting. He has been in the room on the other side of hundreds of these conversations. This assessment reflects what he has seen trust departments consistently miss, and what it costs them when they find out too late. It is not a vendor comparison or a product pitch. It is a diagnostic tool designed to give you an honest picture of where you stand.
The Trust Technology Readiness Assessment
12 Questions for Trust Department Leaders
Download Your Free Copy
Work through 12 questions covering system fit, contract position, vendor relationship, operational risk, and organizational readiness — before your next technology decision arrives.
About Pohl Consulting & Training
Pohl Consulting and Training has served trust departments, trust companies, and wealth management organizations since 1975. The firm’s technology practice works alongside compliance, benchmarking, and organizational development — which means we bring a full view of your organization’s needs to the conversation, not just a technology lens.
Interested in talking through what you find?
Schedule a no-obligation 30-minute conversation with Blake to discuss your organization's technology position and explore whether outside guidance makes sense.
Blake Williams
Director, Client Technology Services
bwilliams@pohlconsulting.com