Canadian Western Trust Company (CWT) today announced the launch of its enhanced CWeb online query tool.
CWeb is an Internet-based service platform that allows CWT to communicate account details and other critical information to clients and their partners.
Following months of testing with a designated user group, new CWeb features include a listing of intra-day and pending account transactions, visual representation of an account portfolio, consolidated reports for agent and compliance users, data sorting capabilities and the option to export information. The ability to combine logins for agents with multiple rep codes and clients with multiple accounts is an additional highlight.
“We responded to our clients’ feedback and are very excited to offer this enhanced version of CWeb,” says Scott Scobie, managing director of sales & marketing for CWT. “This site offers a fresh look and feel and supports the high level of service and product functionality that our customers have come to expect,” Scobie said.
“These enhancements to CWeb are the beginning of a series of planned improvements aimed at helping our user group increase efficiencies; stay tuned,” adds Adrian Baker, vp and COO of CWT.
Based in Vancouver, CWT is a wholly owned subsidiary of Canadian Western Bank.