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Fi-Tek System Conversion

On Saturday, April 1, 2017, NBT Wealth Management will transition to a new trust and investment accounting and information management system. This new system, called Fi-Tek, will provide enhanced resources that will allow us to continue to serve your trust, retirement and investment needs to the best of our ability.

Provided are access to the client notification letter issued on March 1, 2017 and a list of Frequently Asked Questions to support you during the transition. Please contact your trust or investment officer with any needs for additional assistance.

Fi-Tek System Conversion Customer Notification