Our Service Excellence Supports Your Client Experience
Exceptional service, always. With quick response times, dedicated managers, and direct access to leadership, we're here for your success.
Financial professionals love our:
Multi-channel service request model.
Average 1 minute response time to calls and chats.*
Same-day processing of all paperwork in good order.*
Experienced, licensed service associates where appropriate.
Key service point-of-contact for escalation and direct access to ·¬ÇÑÊÓƵapp leadership.
*Average speed of answer and processing for in-good-order items by the ·¬ÇÑÊÓƵapp Service Team from July 2023 - July 2024.
Ready to Start the Conversation?
We’re confident that no firm is better at helping you offer clients the in-depth level of service they deserve. Talk with an ·¬ÇÑÊÓƵapp Business Development Consultant today.
Let's Talk