List of Fi-Tek Global WealthES Client Access Portal Customers
Edison, 8837, NJ,
United States
Since 2010, our global team of researchers has been studying Fi-Tek Global WealthES Client Access Portal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fi-Tek Global WealthES Client Access Portal for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fi-Tek Global WealthES Client Access Portal for CRM and Investor Relationship Management include: Citigroup, a United States based Banking and Financial Services organisation with 230000 employees and revenues of $81.09 billion, Cadence Bank, a United States based Banking and Financial Services organisation with 5825 employees and revenues of $1.79 billion, Frost Bank, a United States based Banking and Financial Services organisation with 6000 employees and revenues of $576.0 million and many others.
Contact us if you need a completed and verified list of companies using Fi-Tek Global WealthES Client Access Portal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fi-Tek Global WealthES Client Access Portal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Cadence Bank | Banking and Financial Services | 5825 | $1.8B | United States | Fi-Tek | Fi-Tek Global WealthES Client Access Portal | CRM and Investor Relationship Management | 2014 | n/a |
In 2014 Cadence Bank went live on Fi-Tek Global WealthES Client Access Portal to consolidate trust operations following acquisition activity and to scale trust services across multiple locations. The deployment used Fi-Tek's TrustPortal, the Trust branded variant of Fi-Tek Global WealthES Client Access Portal, and is classified as CRM and Investor Relationship Management.
Implementation emphasized client portal and client internet access capabilities inferred as part of the TrustPortal rollout, enabling electronic statements and client reporting for advisors and account holders. Configuration and operational focus aligned to trust administration workflows, advisor reporting interfaces, and client access controls to centralize trust processing across multiple sites, with governance adjustments to standardize reporting and operational procedures for advisors and account holders.
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Citigroup | Banking and Financial Services | 230000 | $81.1B | United States | Fi-Tek | Fi-Tek Global WealthES Client Access Portal | CRM and Investor Relationship Management | 2014 | n/a |
In 2014 Citigroup's Citi Private Bank selected Fi-Tek's Global WealthES as its core securities processing and accounting platform to support global custody-integrated wealth management and reporting. The deployment included the Fi-Tek Global WealthES Client Access Portal to provide client reporting and online access, aligning with CRM and Investor Relationship Management use cases for Citi's wealth clients.
The implementation centered on securities processing and account-level accounting modules within Global WealthES, combined with client reporting and client internet access capabilities delivered through the Client Access Portal. Configuration work focused on position and transaction processing, consolidated reporting feeds and role based access for private bank relationship teams and high net worth clients, consistent with CRM and Investor Relationship Management functional workflows.
Integrations were structured around custody integrated data flows and wealth reporting feeds to support global custody integrated wealth management and reporting, with operational coverage assigned to Citi Private Bank wealth operations and client reporting teams. Governance emphasized centralized platform controls, entitlement management for client portal access and process alignment between custody operations and client relationship management to sustain reporting accuracy and online client access following the 2014 deployment.
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Frost Bank | Banking and Financial Services | 6000 | $576M | United States | Fi-Tek | Fi-Tek Global WealthES Client Access Portal | CRM and Investor Relationship Management | 2020 | n/a |
In 2020, Frost Bank implemented Fi-Tek Global WealthES Client Access Portal as part of a full Global WealthES suite deployment. The program went live on May 31, 2020 and covered private banking, trust and wealth management functions across seven Texas offices.
The Fi-Tek Global WealthES Client Access Portal was delivered to provide online client and investor access and electronic statement delivery within CRM and Investor Relationship Management workflows. Implementation included client-facing portal capabilities, secure statement and document delivery, consolidated client reporting and client profile support to align private banking and trust relationship management with investor servicing.
Deployment was executed as a consolidated Global WealthES suite rollout supporting multiple office sites, with configuration to reflect private banking and trust operational models. Rollout activities were conducted remotely due to COVID-19 restrictions, and the program included a large data conversion effort to onboard account, trust and client records into the Fi-Tek Global WealthES environment.
Governance for the deployment emphasized remote training and phased cutover across relationship management and wealth operations teams, with updated workflows for client communications and statement distribution under the Fi-Tek Global WealthES Client Access Portal. The deployment centralized client access and statement delivery capabilities for Frost Banks private banking, trust and wealth management business functions.
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Buyer Intent: Companies Evaluating Fi-Tek Global WealthES Client Access Portal
- Ace Management Partners, a United States based Banking and Financial Services organization with 10 Employees
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