Growing Retirement Assets Wintrust Wealth Management recently integrated over $2.6 billion in retirement plan assets, serving more than 40,000 participants and 200 plan sponsors. This substantial asset base highlights opportunities to offer enhanced retirement solutions, technology upgrades, and personalized financial planning services to a large and diverse client group.

Emphasis on Digital Innovation The partnership with Terrapin Technologies for trade surveillance demonstrates their commitment to leveraging advanced technology for compliance and risk management. Sales prospects include providing integrated digital solutions that enhance operational efficiency, regulatory adherence, and data analytics capabilities.

Leadership and Growth Focus The appointment of Mary Ann Korenic as Trust CEO reflects strategic leadership focusing on expanding trust and estate services. This presents an opportunity to engage with senior management to introduce innovative trust management tools, client engagement platforms, and estate planning technology tailored to their growth objectives.

Midwest Market Presence With a longstanding history in the Midwest and a broad service offering across wealth management, there is potential to deepen market penetration through localized financial products, educational seminars, and community engagement initiatives that align with their regional reputation and client demographic.

Holistic Service Portfolio Wintrust Wealth Management offers diverse services including estate, brokerage, institutional, and exchange services. This enables cross-selling opportunities with complementary financial solutions such as fintech integrations, portfolio management tools, and client onboarding platforms aimed at enhancing client experience and expanding wallet share.