Community banks renew agreements for SunGard Charlotte trust accounting tech

Source: SunGard

More than 100 community and regional banks including The Fauquier Bank, Quad City Bank & Trust, Heritage Trust Company, and Coconut Grove Bank have renewed multi-year agreements this year to use SunGard's Charlotte trust accounting and custody solutions.

"SunGard's Charlotte helps us to ensure our internal processes are faster and more efficient, and gives us the ability to constantly discover new ways to improve our operations. SunGard's Investor'sView gives our investment and compliance officers the control and flexibility they need for client reporting and trade order generation, while facilitating the account review process for integrated regulatory compliance." - Sally Marks, senior vice president & senior trust officer, The Fauquier Bank

"With SunGard, we are leveraging the expertise of a proven platform to offer local trust administration and develop relationships with families. The technology helps us to offer a sophisticated money manager process." - Joe Breedon, senior vice president & senior trust officer, Coconut Grove Bank's Trust and Wealth Management Department

"Placing our customers first is a critical component of SunGard's strategy to provide exceptional service and value. As such, SunGard continues to invest significantly in its wealth management solutions and services to help customers operate smarter, comply with changing regulations, and drive growth through innovation and client service." - Mike Rogalski, president, SunGard's wealth & retirement administration business

In addition, Coconut Grove Bank and The Fauquier Bank have selected SunGard's Investor'sView portfolio management solution, and The Bank and Trust (Litchfield, IL) has added SunGard's WealthStation wealth management platform, both of which integrate with SunGard's Charlotte.

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