List of FIS TrustDesk Customers
Jacksonville, 32202, FL,
United States
Since 2010, our global team of researchers has been studying FIS TrustDesk 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 FIS TrustDesk for Portfolio and Investment 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 FIS TrustDesk for Portfolio and Investment Management include: Old National Bank, a United States based Banking and Financial Services organisation with 4021 employees and revenues of $1.73 billion, AmeriServ, a United States based Banking and Financial Services organisation with 236 employees and revenues of $53.0 million, First Farmers & Merchants National Bank, a United States based Banking and Financial Services organisation with 244 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using FIS TrustDesk, 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 FIS TrustDesk 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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AmeriServ | Banking and Financial Services | 236 | $53M | United States | FIS Global | FIS TrustDesk | Portfolio and Investment Management | 2014 | n/a |
In 2014, AmeriServ implemented FIS TrustDesk for its wealth and trust services, deploying a Portfolio and Investment Management solution under a multi-year account processing agreement. AmeriServ Trust selected FIS TrustDesk together with Client Point to enable real-time account processing, integrated portfolio management, compliance capabilities, and online client access.
FIS TrustDesk was configured to support real-time account processing and trust accounting workflows, with integrated portfolio management and compliance modules documented in the announcement. Client Point was provisioned as the customer portal to provide Client Point online access for clients to view accounts and reports.
The deployment targeted AmeriServ's wealth and trust operations in Pennsylvania, United States, centralizing back-office account servicing, portfolio administration, and compliance workflow within the FIS TrustDesk environment. Operational coverage included trust administration and client servicing teams responsible for account processing and portfolio oversight.
The multi-year account processing agreement defined contractual governance and a phased rollout approach across trust operations, aligning operational processes to FIS TrustDesk and the Client Point portal. The public announcement states the initiative is intended to streamline back-office operations and improve customer online access.
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First Farmers & Merchants National Bank | Banking and Financial Services | 244 | $25M | United States | FIS Global | FIS TrustDesk | Portfolio and Investment Management | 2012 | n/a |
In 2012, First Farmers & Merchants National Bank deployed FIS TrustDesk to support its wealth management and trust operations in the United States. The deployment targeted Portfolio and Investment Management capabilities to improve portfolio management, reporting, compliance and client web access while driving operational efficiency across wealth and trust functions.
The bank implemented the full FIS TrustDesk suite, including InvestDesk for portfolio management, ReturnTrack for performance and reporting, and Client Point for client portal access. Configuration and workflow work focused on centralized account and portfolio administration, performance reporting streams and client web authentication and delivery, aligning system controls with trust compliance processes. The rollout covered the bank's wealth management and trust operations and was announced as a full-suite deployment, embedding FIS TrustDesk into investment operations, reporting, compliance and client servicing workflows.
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Old National Bank | Banking and Financial Services | 4021 | $1.7B | United States | FIS Global | FIS TrustDesk | Portfolio and Investment Management | 2011 | n/a |
In 2011, Old National Bank implemented FIS TrustDesk to manage trust and wealth management operations in the United States. FIS TrustDesk, a Portfolio and Investment Management application, was provisioned to provide integrated portfolio management, performance measurement, compliance controls and client web portals to support client access and reporting.
The implementation covered core functional modules including portfolio accounting and portfolio management, performance measurement and attribution, compliance monitoring and rule-based oversight, and client web portals for relationship reporting. Configuration emphasized reporting workflows and data feeds required for consolidated client statements and adviser-facing performance dashboards.
Operational scope focused on Old National Bank Wealth Management and trust operations across its U.S. footprint, with FIS TrustDesk used to centralize portfolio data and client reporting workflows. The deployment tied client web access to the portfolio and performance modules to enable direct client reporting and adviser servicing within the wealth technology stack.
Governance changes accompanied the rollout to standardize compliance processes and reporting cadence across wealth teams, and the program aimed to modernize the wealth technology stack and reporting. The engagement explicitly targeted improved relationship reporting and service delivery as primary outcomes.
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Buyer Intent: Companies Evaluating FIS TrustDesk
- Commerce Bank, a United States based Banking and Financial Services organization with 4667 Employees
- Banco Popular of Puerto Rico, a Puerto Rico based Banking and Financial Services company with 9000 Employees
- B2BinDemand, a India based Professional Services organization with 100 Employees
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