Ongoing client services

A dedicated Pinnacle support team is assigned to assist your designated users on a day-to-day basis and provide ongoing support. This team is composed of individuals from key processing areas, including:

• Securities
• Registered plans
• Mutual funds
• Trading
• Client accounting
• Transfers
• Fee-based operations

Communication is critical to the success of your business, and ours. In addition to the support team, we assign a Relationship Manager to each client to ensure that you receive maximum benefit from Pinnacle Correspondent Services.

Key responsibilities of the Relationship Manager include:

• Developing a complete understanding of your business needs and operations
• Carrying out regular service reviews and providing usage metrics
• Coordinating ongoing training and testing on Pinnacle products and services
• Helping you fully customize the Pinnacle product offering