In addition to providing the most robust recordkeeping and reporting systems available, Innovest also has a large, experienced and dedicated team that can provide full support as well as a la carte services. Dozens of organizations across the country, from community banks to national organizations, empower Innovest to manage these services for their clients.
Our approach to Managed Services is unique - you have the ability to use the Managed Services that suit your organization. From simple document printing or custodial services to call center or back office operations, we can scale these offerings to ensure you are at your best with the Industry’s most powerful managed services operations: Innovest’s Managed Services.
Innovest has been a premiere provider of Outsourcing and Managed Services to financial institutions for over 25 years:
- We field tens of thousands of calls on behalf of our clients in our call center
- We print, collate additional materials, and mail over 6 million checks annually
- We process over 3.1 million Mineral, Oil and Gas transactions each year
- We employ experts in Trust, Retirement, Payments, Oil & Gas, and Real Estate to ensure you stay ahead of the curve. with combined experience exceeding a century.
Our Managed Services offerings:
- Back Office Trust Accounting and Operations Support
- Cash Sweep
- Oil and Gas Management
- Notes, Loan, & Mortgage Support
- Real Estate Asset Management
- Call Center
- Paying Agent/Payment Processing
- Printing Services
- Closely Held Businesses Support