Grow Your Business With Financial Advisor Technology

Katie Godbout, Director of Sales & Marketing
March 16, 2017

Covisum-Process-bannerCovisum offers more than just financial advisor technology. 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:

Covisum-Process-arrow-circle1. 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

4. Communicating to your target market

➞ Microsites
➞ Client brochures
➞ Branded reports
➞ Seminar presentations

5. Grow your knowledge and expertise

➞ Webinars
➞ Online content and resources

6. Bring together retirement strategies

Income InSight
Social Security Timing
Tax Clarity 
➞ SmartRisk

Don’t take our word for it. Listen to our happy customers

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Posted by Katie Godbout, Director of Sales & Marketing
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.