Case Study: Guardian Trust boosts CRM efficiency with custom software from Very

Guardian Trust increases accounts by 35% with Very

Very worked with Guardian Trust, a special needs trust administrator, to address a critical challenge. The company's rapid growth was hindered by an inefficient, paper-based processing workflow that was causing significant delays and overwhelming their staff. Their existing off-the-shelf legal software had major functionality gaps, preventing them from going fully digital and maintaining their renowned low fees and fast response times.

Very developed a custom CRM and proprietary trust management platform called Conductor using Elixir, Phoenix, and React. This solution automated Guardian Trust's workflows and integrated with third-party services for accounting and check processing. As a result, Very helped Guardian Trust increase its number of managed accounts by 35% without adding staff, reduced the time to create a new account by 65%, and provided robust new reporting tools for a modern customer experience.

Guardian Trust