Customer success is relationship-focused customer coaching that aligns the goals of Covisum® subscribers with company goals. The primary focus of our customer success team is to educate advisors about the Covisum software suite and demonstrate how the software can be used to add additional value to a client’s retirement strategy or grow a financial planning practice. We believe in building, developing and creating strong relationships through long-term support. Your customer success coach will advocate for you and strive to help you meet your goals.
Need to set up a meeting with your customer success coach? Click here.