Our work doesn’t end once you’ve made the switch. It’s only just begun. A dedicated Pinnacle support team is assigned to assist your designated users on a day-to-day basis. This team is composed of individuals from key processing areas, including:
• Securities
• Registered plans
• Mutual funds
• Trading
• Client accounting
• Transfers

Communication is critical to the success of your business, and ours. So, in addition to the support team, we assign a Relationship Manager to each client to ensure that you receive maximum benefit from Pinnacle’s 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 Pinnacle product offerings.