back Back

BMO Harris Bank announces strategic partnership with FinTech startup Hope Trust

By Pavithra R

April 22, 2021

  • Bmo
  • Canada
Share

BMO Harris Bank announces strategic partnership with Hope TrustBMO Harris Bank, a part of BMO Financial Group, has announced partnering with Hope Trust, technology-based planning service and trust administration platform for clients with special needs and their families.

Hope Trust is a comprehensive, holistic solution that addresses the unique and ever-evolving needs of loved ones with special needs. The platform enables users to develop a personalized special needs care plan that can be accessed and managed by family members, friends and care professionals. It incorporates important legal, financial, government benefit and succession planning aspects and can be modified at any time to reflect the changing needs of the special needs individual.

“The Hope Trust platform was created to address the unique and ever-changing requirements of loved ones with special needs and offers the holistic planning solution that has been sought by many such families. Our partnership with BMO, and their willingness to provide our services to their clients at no cost, demonstrates their dedication to this often-overlooked community. We look forward to serving both their current and prospective clients,” said Daria Placitella, co-founder and CEO of Hope Trust.

The collaboration builds on BMO’s mission to build and invest in technology to transform the banking experience, with customer experience as a top priority. The firm will sponsor 20 clients with 1-year licenses of Hope Trust’s platform as part of the pilot.

“As a corporate trustee, BMO looks for innovative solutions to better serve our clients. Working with Hope Trust to create digital care plans for our clients with loved ones with special needs is one more way we’re trying to Boldly Grow the Good in business and life,” said Amy Griman, national head of trust & estates for BMO Wealth Management U.S.

Established in 1882, BMO Harris Bank provides a broad range of personal banking products and solutions. Its commercial banking team provides a combination of sector expertise, local knowledge and mid-market focus throughout the United States.

Previous Article

April 22, 2021

Currencycloud sets up new HQ in Singapore to drive Asia expansion

Read More
Next Article

April 23, 2021

Wirecard to sell its Asian payment gateway to WOW Digital Technologies

Read More








IBSi Daily News Analysis

South East Asia

February 28, 2024

Bmo

FinTech penetration in Southeast Asia will double by 2027, research reveals

Read More

IBSi FinTech Journal

  • Most trusted FinTech journal since 1991
  • Digital monthly issue
  • 60+ pages of research, analysis, interviews, opinions, and rankings
  • Global coverage
Subscribe Now

Other Related News

Today

FinTech Fello launches Fello 2.0 to boost savings & rewards ecosystem

Read More

Today

Socure & Trustly to offer pay-by-bank solution with streamlined onboarding

Read More

February 29, 2024

Veriscape & Procurify to offer Spend Management in the Supply Chain Arena

Read More

Related Reports

Sales League Table Report 2023
Know More
Global Digital Banking Vendor & Landscape Report Q4 2023
Know More
Wealth Management & Private Banking Systems Report Q4 2023
Know More
IBSi Spectrum Report: Supply Chain Finance Platforms Q4 2023
Know More
Treasury & Capital Markets Systems Report Q4 2023
Know More

IBSi Sales League Table

The industry acknowledged barometer of global banking technology vendor performance!
Get your copy now!
close-link
Get your copy now! IBSi Sales League Table 2023