TRUST COMPANIES
Vanilla’s purpose-built AI completes trust document reviews in minutes — with every answer sourced back to the exact page.
4-6 hours
How long a trust officer spends on a single document review, manually
~5 minutes
How long the same review takes with Vanilla
40-50
Questions answered on every trust document review
TRUST DOCUMENT REVIEW
Built around how trust officers actually work
Trust officers were spending the bulk of their week manually completing reviews. Vanilla gives your team the capacity to take on more trusts, serve clients faster, and spend their time on the work that actually requires their judgment
“Vanilla is definitely a game changer when you’re looking to find efficiencies. We’re saving about four hours on average in our initial review, because we’re finding information faster and verifying everything so much more quickly than before.”
Randy Kimmel
National Trust Consultant, BOK Financial Advisor Trust Services
BEYOND THE REVIEW
More ways Vanilla works for trust companies
Vanilla does a lot more than document reviews. Here’s what your team can unlock along the way.
V/AI Copilot for instant document Q&A
Ask any question about a trust document and get a precise answer with context and sourcing. Is this a grantor trust? Where is the successor trustee named? Your officers get answers in seconds, not hours.
Standardized operations across your firm
Custom templates ensure synoptic documents, onboarding summaries, and annual reviews follow firm-wide standards regardless of who produces them. Institutional knowledge stays with the firm when officers move on.
Single source of truth for each relationship
Trust documents, extracted data, family structure, distribution history, and annotated summaries all live in one place. When a beneficiary calls, your officer has a complete, current picture of the relationship immediately.
Win business by showing, not telling
Trust companies increasingly compete on more than reputation. Vanilla lets your team walk into prospect meetings with a report that brings together a client’s complete picture — estate plan, family structure, and financial data all in one place.
Modernizing Trust Company Operations
See how leading trust companies are scaling efficiently with Vanilla by replacing institutional knowledge and informal processes with the infrastructure modern growth demands. Inside: what...
Why Trust Companies Keep Losing What They Know
Early in my career at JP Morgan, I needed information about a specific trust. Details about distribution standards, successor trustees, provisions that mattered for a...
How AI Is Changing the Most Time-Consuming Job in Trust Administration
"This could take an hour and I'd still be thrilled." That's what a trust officer at a top trust company said to me while we...
The firms that move now are operating faster, competing more effectively, and retaining institutional knowledge. Let’s talk about what that looks like for your firm.
