Client Support

We assign each client a dedicated relationship manager responsible for the strategic and business development of our relationship via joint business-planning activities. Your relationship manager is a seasoned professional with a deep understanding of how firms with different business models can leverage National Financial's technology. He or she works closely with our product consultants, who provide the support needed to help you.

In addition, a dedicated Client Service Manager or team of specialists from our Operations and Services Group will be assigned to support and drive clients’ operational activities.

Both your relationship manager and client service manager utilize various resources throughout National Financial to help you build your business and deepen your relationship with us.