Washington Trust Commences Second Phase of ClientLogix Integration

June 12, 2009 UPAdmin

2nd Phase of New Business Intelligence Platform Rollout

Westerly , RI: June 12, 2009 —Washington Trust Wealth Management and UNAPEN, Inc. are pleased to announce the second phase of an enterprise rollout of UNAPEN’s ClientLogix CRM and Business Intelligence platform.

Washington Trust’s Wealth Management division chose UNAPEN’s flagship ClientLogix platform in late 2007 to integrate all of its sales and client service activities across its four wealth management divisions: Washington Trust Investors (WTI), 1800 Asset Management (1800), Weston Financial Group, Inc. (Weston) and Trust & Estate Services. The first phase of the system went live at 1800, WTI and Trust & Estate Services in the spring of 2008.

Galan G. Daukas, Washington Trust executive vice president of Wealth Management, said, “We turned to UNAPEN’s ClientLogix platform and their professional services team to provide this critical solution. They took a great platform and with minimal customization, crafted the exact solution for our business requirements. The first phase was a complete success, paving the way for this next phase.”

The second phase includes implementing ClientLogix at Weston, as well as providing trading support for Smartleaf’s portfolio rebalancing system and integration with Concord Wealth Management’s open architecture platform. The solution consolidates and manages information among the bank’s business units and their external investment platform vendors.

Barbara J. Perino, Washington Trust senior vice president of Operations and Technology, said, “ClientLogix offers a single point of control, in an easy-to-use application. We can consolidate information from many of our existing systems and reduce support overhead, while providing a better experience for our end-users.”

Joe Walker, president and CEO of UNAPEN, said, “Washington Trust recognized the growing need in bank-based wealth management for much more than a traditional CRM can deliver. UNAPEN is thrilled to be at the center of this next generation platform at Washington Trust that will set the benchmark for profitable and successful wealth management businesses of all types.”

About Washington Trust

Washington Trust Wealth Management is a division of The Washington Trust Company, a subsidiary of Washington Trust Bancorp, Inc., (NASDAQ Global Select, symbol: WASH). With approximately $4 billion in assets under administration, Washington Trust Wealth Management is the largest wealth management firm in Rhode Island and is one of the premier firms in New England. Washington Trust Wealth Management has offices in Providence, Westerly, and Narragansett, R.I. and Wellesley, Mass. Additional information is available on the Washington Trust Wealth Management web site: http://www.washtrust.com/home/wealth.


UNAPEN, founded in 1991, is a nationally recognized software development firm that provides solutions tailored for wealth managers & family offices, bank & trusts, and Institutional managers. UNAPEN’s technology and financial services experts specialize in streamlining operations and workflow across organizations to help your business grow assets, minimize overhead and provide you a strategic competitive edge over other firms. UNAPEN offers CRM and automated client reporting software, managed IT services, business continuity, custom development, systems integration and strategic consulting. 

Unlock The Potential!

Call UNAPEN, Inc. Today

David Gemma is a Managing Director & CMO at UNAPEN  (What’s a UNAPEN?)

Connect with