Conference Materials

2022

Administrative Account Reviews - What is the Right Frequency?

Wednesday, May 4, 2022 2:15 PM - 3:15 PM

Speaker

Amy Rhodes

Senior Vice President
ARGENT TRUST COMPANY
San Antonio, Texas

 

Speaker Bio

Session Description

Does your office find administrative account reviews to be a required exercise one must endure each year, or do they truly add value to the account’s administrative process? This session will address how to find the right balance to ensure your firm is placing their resources where most appropriate. Risk scoring accounts for the purpose of determining an accounts administrative account review frequency is a powerful tool. This session will include a discussion of what data elements should be considered, program oversight, and measurable benefits of embracing a periodic account review frequency.

Session Materials

Administrative Account Reviews: What is the Right Frequency

Administrative Account Reviews: What is the Right Frequency