Investment Advisor
Cover Story
Powered by Dennis's Vision — featured for transforming Trust Company of America's technology platform and pioneering web/mobile innovation in wealth management.
Powered by Dennis's Vision
Read the original 8-page cover feature on how Dennis architected Trust Company of America's "Liberty" platform — a multi-device wealth-management experience that ran on any piece of glass, anywhere, anytime.
The October 2011 cover of Investment Advisor Magazine recognized Trust Company of America's technology transformation under CIO Dennis Noto Jr.'s leadership. The story focused on how a focused, vision-led technology strategy can outpace much larger competitors when it's built around the customer experience.
The Vision
While the rest of the wealth-management industry was still building separate desktop and mobile experiences, TCA built one. A single codebase. Every glass surface. Investors, advisors, and reps could access account information anytime, anywhere — desktop browser, tablet, or phone — with no compromise in capability.
The Outcome
Same code, more devices, lower cost, faster releases — and a dramatically better customer experience. The platform became known as "Liberty", and a year later went on to win the 25th Annual CIO 100 Award.
The cover story made one thing clear: in financial services, technology vision isn't a back-office function — it's a competitive weapon.
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