Case Study: Trust Company of Vermont achieves secure remote client connections and tighter team collaboration with Lifesize

Trust Company of Vermont chooses Lifesize to securely connect with clients and staff at home or remote office locations

The Trust Company of Vermont is an employee-owned, state‑chartered trust and investment management firm with five branches across Vermont that needed a reliable way to maintain face‑to‑face relationships with clients and tighter collaboration among dispersed staff. Harsh winters and long travel times made regular in‑person meetings impractical, and consumer video tools lacked the quality and security required for confidential financial discussions.

The firm deployed four LifeSize Icon systems with touchscreen phones and LifeSize UVC ClearSea licenses for desktop and mobile video access. The solution delivered secure, high‑quality video that reduced travel, enabled remote work and training, and strengthened client relationships—employees and clients now regularly use video to connect with investment managers across the state.

Trust Company of Vermont

David Debellis

Principal and Portfolio Manager , Trust Company Of Vermont