A Call Centre Dedicated to Supporting Financial Advisors

Continuum Client Contact Inc.
10 Years Of Service
Dedicated Client Contact Associates with high language skills
Bilingual services also available

READY TO TAKE YOUR BUSINESS TO ANOTHER LEVEL?
GET IN TOUCH TODAY!

Complimentary ConsultationOur Services

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.

friendly customer support

Continuum Client Contact
10 Years Of Service

Our outbound call services include contacting your clients to schedule:

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One-time meetings

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Automatic recurring appointment scheduling every 6-8 months

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Reviews

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Introduction appointments for new financial advisors

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Time-sensitive renewals or other product expiry dates

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Follow-up meetings to close sales

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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.

happy couple talking with sales manager

Continuum Client Contact Inc.

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 Inc.
Continuum Client Contact Inc.5 days ago

We extend our heartfelt sympathy and appreciation for the sacrifices made by these heroes and their families. We know that words cannot fully express the debt of gratitude we owe to the fallen, but we stand with you in deep respect and honor for their...

Continuum Client Contact Inc.
Continuum Client Contact Inc.2 weeks ago

On behalf of Continuum Client Contact, we would like to wish you a happy Victoria Day weekend! This day is a celebration of the birthday of Queen Victoria and is a time to reflect on the rich history and traditions of our great country. We...

Continuum Client Contact Inc.
Continuum Client Contact Inc.3 weeks ago

Happy Mother's Day weekend to all the amazing moms out there! We want to take a moment to thank you for the endless love, support, and sacrifices you make for your families. Your dedication and hard work do not go unnoticed, and we appreciate everything...

Continuum Client Contact Inc.
Continuum Client Contact Inc.1 month ago

"Exciting news! As the CEO of Continuum Client Contact, I am thrilled to announce that our team is continuing to grow and innovate to better serve our clients. Our comprehensive range of contact center services, including inbound and outbound call handling, email and chat support,...

Continuum Client Contact Inc.
Continuum Client Contact Inc.2 months ago

Client Testimonial
"Having an incredible year again as always with Continuum."
Kevin Garza Field Agent
Knights of Columbus
April 13th, 2023

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.