Technology is always changing. To keep clients and employees satisfied, businesses need to strike a balance between staying up-to-date without constantly changing the way business is done. At Heartland Trust Company, we are always looking for ways to improve our technological footprint while keeping your information secure.
In 2018, we transitioned to new trust accounting software. Our entire team took on hours of extra training to learn the new software before the conversion. So far, the transition has been very successful. Our clients have access to a secure, user-friendly, and robust program with many new and exciting features. Our staff has new tools to streamline processes and serve you better.
At the beginning of this year, our 401(k) department also completed their transition to a new software platform. If you are a 401(k) participant and have not visited the new site yet, please go to www.go-retire.com/heartlandtrust to check it out. You’ll find it easy to navigate, with plenty of tools to help you on your path to retirement.
These new tools help us further our commitment to serve you. If you have any questions about these new systems, give us a call. We’ll be happy to answer any questions.
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