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Dalia Waldston Email
Customer Success Manager . Estateably
Montreal, QC
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The trust and estates industry has seen little in the way of innovation over the past few decades. While the fintech revolution has brought transformative change to the vast majority of financial services segments, trust and estate professionals remain largely dependent on manual workflows and paper-based processes. Without modern tools at their disposal, professional firms and financial institutions will struggle to meet the rising demand for trust and estate administration services. At Estateably, we strive to lead the digital transformation of the trust and estate industry worldwide. Estateably increases operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log. We augment current processes and methodologies with modern technology to propose a robust and compliant platform that increases staff productivity, synergies between stakeholders, customers lifetime value and business revenues. We are a purpose-built platform that digitizes and streamlines the estate and trust administration process. Our vision is bold yet simple: empower our partners with cutting-edge technology to make their work lives easier.Estateably Address
1001 Rue LenoirMontreal, QC
CAN