Case Study: BOK Financial streamlines trust reviews and saves hours with Vanilla

BOK Financial saves 4 hours per trust review with Vanilla

BOK Financial's Advisor Trust Services team, which provides trust administration support to financial advisors, faced a significant challenge with a slow, manual process for reviewing complex trust documents. Their existing method was time-consuming, often taking months for a full estate review and requiring advisors to sift through printed documents and handwritten notes. They partnered with Vanilla to modernize this process and find a solution that could provide precision while saving valuable time.

By implementing Vanilla's platform, the team utilized custom prompting features to quickly summarize and interrogate trust documents, answering their specific questions within a secure environment. This solution delivered substantial time savings, reducing the initial review of a trust by an average of four hours. Vanilla enabled the team to answer beneficiary questions in real time, accelerate onboarding, and ultimately helped advisors retain client assets by identifying key provisions and successor trustees more efficiently.

BOK Financial