How Trust Companies Can Use AI to Serve More Clients
Join Randy Kimmel (BOK Financial) and Laura Jogani (Vanilla) for a conversation on AI in trust company operations — what’s working, where efficiency gains show up, and how to build internal confidence around AI-assisted processes.
Speakers
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
Randy Kimmel
Vice President and National Trust Consultant, BOK Financial
Register
Speakers
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
Randy Kimmel
Vice President and National Trust Consultant, BOK Financial
Join Randy Kimmel, Vice President and National Trust Consultant at BOK Financial, and Laura Jogani, Vanilla’s Head of HNW & Family Office Sales, for a candid conversation on what it actually looks like to put AI to work inside a trust company.
Randy will share how BOK Financial has approached AI in its trust and estate operations — what’s working, what took adjustment, and where the real efficiency gains have shown up. Laura will bring the platform perspective, walking through how Vanilla is built to fit trust company workflows specifically.
What we’ll cover:
- How trust professionals are using AI to review documents, surface insights, and prepare for client conversations faster
- Real workflows from BOK Financial’s team
- Where AI adds the most leverage in fiduciary work and where human judgment still leads
- How to build internal confidence around AI-assisted processes