Conversion Process

Where you might have an existing trust operation, one of the key items to consider is ensuring that your migration to SI Trust Servicing is a seamless one. SI Trust Servicing has developed a detailed transition plan designed to minimize any disruption during the conversion period.

During the conversion process, we assign a team that works with your relationship manager. The key to success is to establish clear and open lines of communication from the very beginning of our relationship and to follow a carefully orchestrated plan developed and validated through our experience. The sequence is as follows: