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About Us

CLIENTS

TEAM serves over 100 bank and trust companies and employs thousands of people with service offered in all 50 states. We are proud to count some of the industry’s most prominent institutions as clients, including:

Argent Trust Bank
Boston Private Bank
BNY Mellon
Cadence Bank
Comerica Bank
First Capital Surety & Trust Bank
PNC Bank
RBC Wealth Management
SunTrust Bank
US Bank
Wells Fargo Bank
Westamerica Bank

 

Toll Free: 877.767.8728