First American Bank has implemented InnoTrust, Innovest’s flagship trust and wealth management platform.
First American Bank, founded in 1903, is a provider of trust and wealth management services in New Mexico. For over a century, First American Bank has been providing a full spectrum of financial services including banking, lending, personal finance, wealth management, trust and retirement planning.
First American Bank, which went live on 1 July, selected Innovest for its portfolio management capabilities, modern-era architecture and easy to use, dashboard style interface.
The bank will be using a suite of Innovest’s services including trade execution, custody, and performance reporting.
Jason Hessler, senior vice president of trust and wealth management at First American Bank, says: “We are excited to have taken this step forward in upgrading our technology by working with Innovest. We are committed to delivering a high standard of service to our customers and that means using current, secure technology to create operational efficiency and deliver additional reporting and online capabilities. Our customers have been extremely pleased with the enhanced online portal.”
“First American Bank is a great addition to our growing roster of clients,” says Maryanne Campbell, senior vice president of business development with Innovest. “Their team was excellent to work with throughout the implementation process and it is clear they are committed to their expanding customer base. We look forward to continuing to serve First American Bank and its clients.”