Trust Resource Company's
In-House Trust and Asset Management Feasibility Study, Review, and/or Implementation Planning Services CD-ROM Programs

Trust Resource Company is available to conduct all trust and asset management Feasibility Study and Implementation Planning services detailed throughout this web site.

There is also an alternative for those institutions preferring to prepare these programs on an in-house basis - TRC's CD-ROM Programs!

Based upon Trust Resource Company's years of providing these services, the methodology and unbiased assistance always provided our clients is now available to financial institutions for the purpose of creating effective trust and asset management feasibility study, review, and/or implementation planning programs on an in-house basis. And our remote consulting services, as well as the potential for meeting with you on site, are optionally available with these CD-ROM programs!

Browse our entire web site to learn more about us and determine which avenue is most appropriate for your needs - personally prepared by TRC and delivered or prepared in-house with the availability of our consulting services as you proceed.

These CD-ROM programs hold a vast wealth of information relative to the industry and can be of meaningful assistance to those institutions contemplating, or planning for the introduction of, trust and asset management services - as well as those currently providing these services.

All that is needed to produce effective feasibility studies, reviews, and potential plans for the introduction and ongoing administration of these services via these CD-ROM programs is a very basis understanding of Microsoft WORD, Excel and PowerPoint, including the ability to sort in Excel. The programs do the rest - providing detailed instructions and links directing the user to where the needed information may be obtained on the CD-ROM program. Regardless of the size of your institution and the number of states in which you market all information you will need is provided.

	TRC's vast experience in providing these services
	Assurance that the all output is unbiased as TRC is not associated with any third-party resources
	Demographic Information for every zip code in the U.S.
	A vast amount of information relative to every institution in the U.S. required to file information reports with the regulatory authorities
	The ability to easily view demographic and competitive information from a wide variety of perspectives included on the CD-ROM plus the ability to perform additional sorts as might be of unique interest to your institution
	The complete composition of an unbiased feasibility study report upon which a well-founded decision may be made relative to the potential introduction of these services
	Establish experienced plans relative to both planning for the potential introduction of these services as well as their ongoing administration
	A cost efficient route to conducting these analyses and reports
	The ongoing consulting services of Trust Resource Company, as detailed below.
	Ability for existing service providers to utilize the above tools in examining current service offerings

In-House CD-ROM Programs Contents:

Contents of Trust Resource Company’s Trust and Asset Management “Feasibility Study Only” CD-ROM Program

	Complete detailed instructions relative to:
	Appropriately savings all or select CD-ROM files to your computer
	Explanation of links taking the user to select directories and files being discussed
	Taking Advantage of Notes with helpful comments appearing on select files
	Ability to totally customize analyses and reports to the unique needs of your institution
	Utilizing extensive demographic, competitive, trust data, and office location databases
	Effectively utilizing Trust Resource Company's experience of conducting these feasibility study services for financial institutions of all sizes, located throughout the country, since 1992

Detailed step by set directions for each of the following:

Acclimation to the trust and asset management industry via:
	Viewing and/or printing of five TRC updated Industry White Papers
	A 181 slide PowerPoint presentation entitled "Introduction - Trust Services in the Community Bank", including speaker's notes
Review and introduction to the feasibility study process via:
	Detailed instructions for printing and reviewing a 177 page TRC Sample Bank trust and asset management feasibility study, including such detail items as report tabs, notebook covers, Executive Summary, etc
	A 100 slide PowerPoint presentation presenting an overview of findings and recommendations contained in the Sample Bank feasibility study.
Creating an effective and unbiased feasibility study for your bank via:
	Detailed step-by-step directions referring the user to select WORD, Excel, and PowerPoint templates provided - with links indicating where the appropriate information to be inserted in each is located on the files submitted
	Ability to create an effective study at the zip code level, as defined by the user
	Complete pertinent demographic input for every zip code in the U.S. and the ability to locate that zip code information in the event it is housed in a contiguous zip code
	Screening process (which may be refined by the user) to screen all zip codes for those that would be attractive for marketing from a demographic perspective
	Complete pertinent trust data for every trust services provider in the U.S. with reportable trust assets
	Method of identifying all potential competitors
	Ability to screen potential competitors identified for those which are most appropriate for the user's institution to relate
	Ability to screen the user's entire state (or any other state, or entire U.S. trust industry) by numerous sets of select criteria to find comparable institutions offering trust services and the details of services provided
	Identification of every bank headquartered and/or branched in any zip code in the U.S., and ability to determine whether or not those institutions offer trust and asset management services
	Complete financial analysis including revenue, expense, net pre and post tax income for a ten year period, break-even analysis, initial capital investment requirements, pay-back analyses, and comparison of the results to industry averages
	Completion of Executive Summary of findings and recommendations
	Templates for entering all information required for production of the above
	A template for the creation of a PowerPoint presentation, and potential speaker's notes, of the results of the feasibility study for your institution
	Ease in conducting the study when zip codes included in the study are all in one state or more
	Templates and instructions for creation of black and white or color graphs and charts for your report
	Report notebooks covers, spines, table of contents, tabs, and page numbering system
	Questions/Answers (FAQ's) relative to trust and asset management services
	PowerPoint presentation of "Design For Success", presenting select issues present in banks successfully offer trust and asset management services
	Complete remote consulting services of Trust Resource Company relative to conducting your feasibility study for a period of two months from the date the CD-ROM program is received.
	Ability to request on-site assistance from Trust Resource Company (optionally priced on a daily rate basis)
Click Here to View a Typical Feasibility Study Table of Content Prepared from this Program
Contents of TRC’s Trust and Asset Management “Combined Feasibility Study and Implementation Planning Program"
	Includes the entire Feasibility Study CD-ROM Program contents listed above and extends the remote consulting period to three months
	Complete detailed instructions relative to conducting the above feasibility study and/or the Implementation Planning Program alone
	Ability to further customize to the unique needs of your institution
	Effectively utilize Trust Resource Company's experience of conducting Trust Implementation Planning engagements with financial institutions of all sizes, located throughout the country, since 1992
	Detailed step by set directions relative to each of the following Implementation Planning Services:
		Acclimating to both the feasibility study and implementation planning services via a 303 slide PowerPoint presentation
		Detailed instructions for printing and reviewing a TRC Sample Bank trust and asset management Implementation Planning Report, including such detail items as report tabs and notebook covers
		A 123 slide PowerPoint presentation presenting an overview of recommendations contained in the Sample Bank Implementation Planning Report
		Templates, similar to Sample Bank's, which may be customized even further for your institution relative to planning for the introduction and ongoing administration of trust and asset management services at your bank, including a lengthy list of hands-on tools, including:
		Mission Statement:    *Mission Statement    *Principles of Trust Department Management    *Sample Resolutions    *Trust Powers Application Process and Sample FDIC      Application    *Trust Manager Position Description    *Trust Manager Incentive Program    *Complete Management Structure, Including Duties      and Responsibilities    *Internal Trust Department Referral Program    *Sample In-House Investment Management      Agreement    *Sample In-House Custodial Agreement    *Discussion Relative to Construction of Fee      Schedules    *Specific Format, Content and Distribution of      Suggested Periodic Reports    *Standard Meeting Agenda Items    *Flow of Information and Decision Making Processes    *Draft of Marketing Plan for Initial Year of      Marketing    *Complete Set of Policy Guidelines    *Introduction to the Utilization of Third-Party      Resources    *Checklist for the Trust Department Manager    *Checklist of Legal Review Considerations    *Checklist of Management Considerations
	Instructions to print, collate and bind resulting Implementation Planning Services Report
	Template for creating a complete PowerPoint presentation of the Implementation Planning Services Report for your bank
	Optionally available remote consulting services of Trust Resource Company relative to conducting your feasibility study and/or implementation program via the “Combined Feasibility Study and Implementation” CD-ROM program for a period of three months from the date the CD-ROM program is received.
	Ability to request on-site assistance from Trust Resource Company (optionally priced on a daily rate basis)
Click Here to View a Typical Feasibility Study Table of Content Prepared from this Program Click Here to View a Typical Implementation Report Table of Content Prepared from this Program Click Here to go to special Order Form for these programs