Covisum offers more than just software. We’ve developed a process that involves training and support to set you up for success. We believe in improving lives through better financial decisions. We provide a AAA experience through awesome support, actionable client reports, and aligned interests. And we’ve got a proven process to help our customers succeed. Want to join a winning solution? Here’s how it works:
1. Start free trial
➞ Complete "Getting Started Guide" ➞ Scheduled training with support ➞ Generate actionable reports
2. Become a subscriber
➞ Set up profile ➞ Introduction to resources ➞ Initial marketing discussion ➞ Access to expert support team
3. Ongoing support
➞ Client case reviews ➞ Assistance with subject matter questions
Katie thrives on making an impact and achieving big goals. She believes that communication strategy has a major impact on business success. As a strategic communicator with a diverse background in non-profit, B2B, healthcare, and SaaS, Katie combines her expertise in strategy development, marketing and sales to spread the word about how Covisum can help advisors and institutions inform their clients of the best financial decisions.