2-Day Workflow Assessment

Unbiased advice

We provide solutions to help meet business goals. With a wide range of management expertise including retirement plan services, personal and corporate trust, participant recordkeeping, and trust operations, we are able to assist institutions and professionals in all financial disciplines.

Since we do not sell any investment products nor do we receive any commissions we are totally unbiased with our advice.

Your Bottom Line

Revzon Consulting offers a two-day on-site assessment of the current workflows and procedures of your Trust Department.

The objective of this assessment is to determine:

  • Effectiveness of the current structure
  • Personnel and training issues
  • Utilization of the trust system
  • Control weaknesses
  • Value of current client service program

Our methodology includes:

  • Face-to-face interviews with management & staff
  • Observe daily work as it is being processed
  • Review current written procedures
  • Assess month-end and other periodic report processing
  • Go through audit and regulatory examinations

What we deliver:

  • Synopsis of interviews
  • Summary of current workflows and procedures
  • Recommendations for improving workflow and/or procedures
  • Identified personnel and/or training issues
  • Identified system needs

The Extra Benefit to you:

  • 40 years of our experience to assist and guide you

Back to Project Management page

Stay Informed

Sign up for our newsletter to keep you up-to-date on industry news, events and information to help your business.

"We have outsourced our internal audit function to Les and his firm by way of another company. His deep, hands-on experience in the trust and investment business provides him with a uniquely clear understanding of our Company and how it should be run consistent with state law and sound fiduciary principals."

Coastline Trust Company

Robert Gaumont / Chief Investment Officer

"Les has proven expertise in the wealth management operations field. His work is accurate and timely. He develops excellent rapport with clients and service delivery is consistent with customer expectations."

SerVus Consulting Group, Inc.

John Kluttz / President

"I have known and worked with Les Revzon for over 30 years and highly recommend Les for any consulting or operational engagement involving wealth management. He is expert in every aspect of the trust and bank compliance markets. Over the past few years, Thomson Reuters has called upon Les' expertise to help us explore new ventures in Employee Benefits as well as preview and advise us on a new Workflow Management offering for wealth management organizations. But Les is not only knowledgeable in his fields of expertise. He has the skills, abilities, charisma and know-how to successfully manage complex consulting and operational engagements."

Thomson Reuters ONESOURCE Trust Tax

Art Ridolfi / Executive Sales Manager

"Les provided us invaluable assistance in our trust system conversion. His trust background and keen eye for numbers were a tremendous asset. I enjoyed working with Les and quickly discovered that his integrity and expertise would allow me to rely on the accuracy of his work and focus on other areas of the conversion."

Choate, Hall & Stewart

Peter Quigley / Trust Operations Manager

Styled Multi-Purpose Template - Agency