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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