One of the critical services that Perpetual Corporate Trust delivers for clients is fiduciary oversight. This requires a significant effort in terms of due diligence that has been previously tackled through manual processes – using emails and spreadsheets.

Working with Insight, the Perpetual Fiduciary Intelligence platform, a cloud-based solution, has been developed to streamline and accelerate the process and provide newfound transparency for Perpetual and their clients.

“It was all about developing a system in order to allow the appropriate free flow of information between our client organisation or service provider, and Perpetual. To manage risk, improve efficiency and transparency – and importantly to improve both the employee and customer experience, Perpetual wanted to digitally transform the process end-to-end.”, says Vicki Riggio, General Manager, Manager Fund Services, Perpetual Corporate Trust.

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