A Call Centre Dedicated to Supporting Financial Advisors
Continuum Client Contact Inc.10 Years Of Service
Bilingual services also available
READY TO TAKE YOUR BUSINESS TO ANOTHER LEVEL?
GET IN TOUCH TODAY!
Continuum Client Contact is a client management company specializing in providing virtual call services for financial advisors. Our service is unique from other call centres, as we personalize our services for each advisor. You will be assigned your own dedicated virtual Client Contact Associate. All of our Associates are thoroughly trained to take inbound calls and make outbound calls – with tailored scripts geared to get you in the door, increase your appointment volume, and maximize your revenue.
Our highly skilled Client Contact Associates are carefully selected, trained and monitored to schedule appointments and overcome objections. If you are a new or established advisor who would like to increase your weekly appointments and sales activity, with limited time to make customer calls, we are a good solution for you.
Continuum Client Contact
10 Years Of Service
Our outbound call services include contacting your clients to schedule:
One-time meetings
Automatic recurring appointment scheduling every 6-8 months
Reviews
Introduction appointments for new financial advisors
Time-sensitive renewals or other product expiry dates
Follow-up meetings to close sales
Ongoing client contact for established or new advisors
We can build a tailored program for you or your financial company.
Why hire us?
We are unique in our industry with local staff with high language skills so your customers understand us. Communication is key when securing client contacts and our scripts have been honed over the years to produce results.
Continuum isn’t just a service – It’s a professional relationship, that provides a service in the most professional way.
We don’t collect private information such as account numbers, or ask for financial data, so your customers feel comfortable with us.
Client Call Services That Save You Time
Our goal as your virtual support team, is to set up your appointments so you can spend more time in front of existing or potential clients and less time on the phone. Setting up an account with us is easy, so you can see more clients sooner and close more sales. The main goal of your dedicated Client Contact Associate is to fill your appointment schedule so that you can get those handshakes and signatures. No more hassle of trying to hire, train, or monitor your own person, or pay more hours than you need.
Customized Client Contact Programs
We have the solution for you! We have supported financial advisors across North America for over 10 years so you can feel confident in our services.
Continuum Client Contact Inc.
Testimonial
Butch Byers FICF, LUTCF
Regional Manager, Catholic United Financial
I am a regional director for a member owned faith based financial services company, First hearing of Continuum Client Contact, my impression was, that’s nice that someone is willing to...
Employee Testimonial March 5th, 2023
I was fortunate to be recommended by someone to do a job shadow at Continuum three years ago. The job seemed complex and overwhelming that day, but I thought I'd accept Elenna’s offer to become an employee...
Getting You Connected – Keeping You Connected
Contact us for a complementary assessment to determine your budget and goals, inbound and/or outbound services, and your target consumer.