The Silicon Review - Best Business Review Magazine 50 Most Trustworthy Companies 2019 | Page 118

Enterprise-class digital wealth
management: Trizic
Trizic’s enterprise-grade platform automates
the industry’s digital wealth solutions
T
rizic was conceived with a goal of
helping the wealth industry prepare
for, and implement digital wealth
solutions. White-labeled and enterprise-class
from the start, the firm sought to enable,
not compete, withits advisor and enterprise
customer base. While other companies tried
to replace wealth managers with investor-
direct robo solutions, Trizic works closely
with banks, credit unions, broker-dealers,
and other asset managers to leverage
technology that supports and enhances
a wealth manager’s ability to deliver
meaningful results for their clients.
Deep dive into Trizic
Optimized For Banks & Credit
Unions
Trizic offers the only platform designed to
work seamlessly between private and retail
banks. Its team and partners are focused
on delivering fully integrated digital wealth
solutions for the banking industry.
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Wealth & Trust: Trizic’s platform
creates a seamless, automated solution
across your wealth and trust businesses.
Digital Account Opening: Its digital
account opening technology helps you
rapidly open accounts and eliminate
paper processes that waste time and cost
you money.
Digital Advice: Its digital advice
platform allows you to profitably offer
small balance wealth or trust accounts,
Drew Sievers, CEO
CEO Corner
Drew Sievers, CEO: Drew drives
Trizic’s vision to help the wealth
industry prepare for and implement
digital wealth solutions. Prior to
Trizic, Drew was Co-Founder &
CEO at mFoundry where he helped
revolutionize customer access in the
banking industry via mobile banking
and payment technologies. As CEO,
Drew led the company to an industry
leadership position with more than
1,000 bank and credit union clients,
before selling the company to FIS
Global. Drew also serves as General
Partner at early-stage fintech investor,
Operative Capital.