Case Studies
Real results. In their own words.
See how trust and corporate service providers use PlainSail to simplify operations and stay examination-ready.
Migration complete by Friday evening
How Crestbridge Fiduciary simplified and accelerated its operations
An independent fiduciary business headquartered in Jersey, with offices in the USA. A year of simpler, faster operations.
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6 Months from decision to go-live
How Entrust replaced their legacy system in under 6 months
An independently owned trust company that found their single source of truth.
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4 Jurisdictions on one common platform
How Saffery Trust unified 4 offices on one platform
A leading TCSP with 200+ professionals across Guernsey, Switzerland, Cayman, and Dubai.
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8 Weeks to complete full migration
How an 8-person trust company modernised with PlainSail
Equinox replaced outdated software and centralised everything in a scalable platform.
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Group processes across all jurisdictions
How Imperium unified acquired businesses on one platform
A group that grew through acquisitions and needed a common system across jurisdictions.
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Family office in Jersey
How Somerston Group transformed their family office
A Jersey-based family office that streamlined operations through PlainSail.
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Single source of truth for all data
How Whitmill Group found their Golden Data source
A privately owned trust company that eliminated spreadsheets and found an intuitive single platform.
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8 Weeks from decision to go-live
How Forward Group found the difference is night and day
A Jersey-based trust company that centralised data and integrated KYC360 screening.
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