Show Notes
In this week's episode of Banking Matters, host Elizabeth Holtrop talks with Svitlana Keeney, a Compliance Officer at Compliance Alliance who has extensive trust compliance experience. The conversation focuses on key factors to consider when managing compliance in the arena of trust and wealth management. Svitlana emphasizes the importance of protecting an institution's reputation and client trust, emphasizing the role of a bank's compliance personnel as a strategic partner on a trust and wealth management team.
