The Advisors’ Trust Company® Zia Trust, Inc. We work alongside your clients’ investment advisors Independent Corporate trustee • Estate Settlement and Distributing Trusts. • Special Needs and General Support Trust Administration. • Serve as Financial Agent Under Power of Attorney. • Charitable Trust Administration. 6301 Indian School Rd NE Suite 800 Albuquerque, NM 87110 Albuquerque • SAntA Fe • lAS CruCeS • Phoenix • Tucson regardless of technical expertise. This will enhance productivity and streamline communication across your organization. • Focus on Integration: Choose data-driven solutions that seamlessly integrate with your existing legacy systems to minimize disruption and maximize efficiency during the transition to new technologies. • Leverage Personalized Insights: Use data analytics to create personalized financial solutions for customers by analyzing their banking history and spending patterns. This approach can improve customer satisfaction and retention. • Enhance Decision-Making with High-Quality Data: Ensure that your data analytics platform delivers high-quality, actionable insights in formats that are easy to interpret. This will empower your teams to make informed decisions that drive business growth. • Empower Data Teams: By adopting platforms that are accessible to non-technical users, allow your data teams to focus on more complex analysis and strategic initiatives rather than spending time on basic data interpretation tasks. With the right data analytics at their disposal, community banks can offer customers personalized plans and financial solutions by analyzing their banking history and spending patterns. This not only improves a customer’s experience but helps banks to target and differentiate their services, resulting in better customer retention. Fit for Future Business Health One such solution is a profitability analysis tool, which is designed to harness the power of data mining, providing deep insights into financial behavior across key metrics such as ROE, net interest margin and ROA. This robust analysis allows banks to make data-driven decisions, optimize their financial strategies and, as a result, gain a clearer picture of customer profitability. With the right tools, the treasure trove of data at a bank’s disposal can enable them to make faster, more informed decisions, identifying opportunities to offer customers a personalized service that will, in turn, help increase customer loyalty, profitability and shareholder returns. To continue this discussion or for more information, please contact Jay Kenney at jkenney@pcbb.com or visit www.pcbb.com. Dedicated to serving the needs of community banks, PCBB’s comprehensive and robust set of solutions includes cash management services such as Settlement and Liquidity for the FedNow Service, international services, lending solutions and risk management advisory services. 23
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