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

Free 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 to securing client contact and our scripts have been honed over the years to produce results. 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.

Call Centre Careers for Individuals with Disabilities

At Continuum Client Contact, we believe in providing an inclusive workspace. We welcome applications from Canadians living with disabilities. Our office is fully accessible, and our training program has been customized to ensure all our call centre employees will be high performers with high job satisfaction.

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 months ago

Employee Testimonial July 11th 2022
My name is Ms. Lorea Lemon and I have been a Client Contact Associate with Continuum Client Contact since July 2019. This company and Elenna Wallace has been by far the best business I have had the priviledge to...

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.