A smooth transition

Change can be challenging. That’s why we have an experienced, expansive team of professionals dedicated to a smooth transition of your business. Transition support includes:

  • Financial support for book purchases to grow your business
  • Step-by-step assistance from our Regional Vice Presidents (RVPs) who oversee the transition of your book, including purchases, sales and migrations
  • Extensive onboarding that includes support from IT, Operations and more

Regional Vice Presidents (RVPs)
Our RVPs guide you through all stages of the transition process working in close collaboration with a dedicated group of Regional Relationship Managers.

Transitions team
This dedicated group works with you to create a personalized onboarding plan, including a fast-tracked new account opening and transfer set-up process – all with the assistance of a dedicated contact.

Training program
Our training curriculum consists of e-learning and individual coaching tailored to your needs and designed to get you up and running as quickly as possible.

Branch Managers
Your new Branch Manager is your partner in the account-opening process, ensuring you understand our policies and procedures.

Operations
This team is committed to ensuring that all details of your transition are taken care of, so you can concentrate on servicing your clients.

Want to learn more?

Click here to contact one of our Regional Vice Presidents.