Trust companies and banks manage assets on behalf of beneficiaries whose best interests are your legal obligation. Securities class action recoveries are part of that obligation, but most trust departments lack the infrastructure to systematically identify, file, and track claims across the dozens or hundreds of accounts they manage.

The Problem

The challenge for trust institutions isn't awareness - it's scale and complexity. You may hold accounts for dozens of clients across thousands of securities positions. Monitoring for class action eligibility across all of them, gathering the documentation, meeting filing deadlines, and managing the multi-year lifecycle of each claim is a significant operational undertaking. And the regulatory stakes are real: failing to pursue recoveries on behalf of beneficiaries carries fiduciary risk.

The Solution

CCC acts as a seamless extension of your trust operations. We monitor across your entire book, identify eligible positions at the account level, and manage every claim (from filing through payout) — with reporting that maps cleanly to your client structure so you can demonstrate diligence to beneficiaries and regulators alike.

Why CCC?

We've worked with trust companies and bank trust departments since our founding in 1993. We understand the dual mandate of fiduciary duty and operational efficiency, and built our processes accordingly. Our reporting tools are designed for exactly the multi-account, multi-beneficiary environment you operate in.

Over $3 billion recovered for institutional clients. Over 3,200 institutions served. CCC is the most experienced pure-play class action recovery partner in the country.

CCC Services for Trust Companies & Banks

• Account-level portfolio monitoring across all settlements
• Historical trade data extraction and normalization
• Claim filing and lifecycle management per account
• Deficiency resolution and administrator correspondence
• Beneficiary-level recovery reporting
• Recognized loss calculation for each eligible position
• Claim monetization on demand
• Online reporting portal with multi-account visibility

Let's Get Started

Pursuing recoveries on behalf of your beneficiaries isn't optional — it's part of the job. CCC makes it manageable. Call us today.