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Ascension - Infrastructure Support Model

Marketing and Business Development

Ascension offers an exclusive Center of Influence organic sales approach, referral programs, revenue enhancement measures, communications, website/ social media, brand strategy, and public relations support.

Financial Reporting (Cash and Credit Solutions)

Besides providing a robust financial reporting platform and consistent banking relationships, Ascension offers a network of third-party/ nonbank lenders to provide firms a competitive array of cash and credit solutions.

Operations and Technology

Ascension’s operations team provides partner trust companies negotiating leverage with vendors and cost-efficient access to third-party technology. 

We also assist them in selecting and implementing third-party technology solutions that strengthen a firm’s operational performance.

Human Resources (Talent and Compensation)

Payroll, budgeting and billing are not likely reasons trust executives get into this business. Instead, spending time developing client relationships and finding the right support is crucial to growing the business. Ascension’s human resources team can assist in developing incentive plans, designing cost effective benefit programs, recruiting, interviewing, and hiring; we also offer wide-ranging options, including mentoring of next generation talent and continuous improvement/coaching programs.

Legal, Regulatory, Compliance (Capital and Guidance)

Ascension has an experienced team of legal and regulatory professionals in place to help support our partner trust companies in fulfilling their regulatory responsibilities by providing subject matter guidance and expertise. We have strong relationships with federal and state regulators, high-quality law firms, and compliance consultants that can assist our partner trust companies in creating, implementing, and maintaining a robust regulatory environment. In addition, our capital support structure is designed to help manage the size and cost of a firm’s regulatory capital requirements.

Insurance Solutions

Through our insurance solutions, we have created a network of independent third-party providers who can facilitate a competitive array of insurance products through their relationships with established carriers.

Best Practices / Collaboration

Our partner trust companies have access to networking opportunities, best practice roundtable discussions, and training seminars. In addition, partner trust companies are also encouraged to regularly share best practices to enhance their collective ability to better serve clients.

Get To Know Ascension

If you are an owner/operator, or anyone else interested in learning more about Ascension, please contact us.  We would be happy to have a confidential conversation with you.