Exceptional Service & Support
Credential offers our partners a comprehensive suite of support services, ensuring smooth day-to-day operations and easy access to turn-key solutions.
Feel confident about your wealth management offering, knowing that you can rely on a full range of exceptional service and support options:
Dedicated Support Team
Successful business is based on strong, long-term relationships. To this end, you will work with a dedicated support team at Credential, ensuring continuity of service and a shared understanding of strategic goals and objectives.
Plus, our highly-trained Client Care team is available to both you and your clients to answer questions and address inquiries quickly and efficiently, with predefined service standards.
We support your business through compliance practices that are thoughtful, balanced, and outcomes-focused. Our principles-based approach to compliance enables you to effectively deliver your wealth management strategies to improve the financial well-being and security of clients.
Marketing & Communications Consultation
Promote your wealth services and support all stages of the sales process using effective, customizable marketing and communication materials developed by our in-house team of experts. Whenever possible, we work with partners to employ a ‘your brand forward’ philosophy – minimizing the Credential presence to ensure your brand is front and centre with your clients.
We have firmly established an Evergreen philosophy at the leading edge of the industry. The advantage for our partners is exceptional system reliability delivered through ongoing innovation, robust business continuity planning, and thorough redundancy coverage.
Integrated Partner Portal
Our partners enjoy access to knowledgeXchange®, a user-friendly, web-based portal featuring single sign-on capabilities to key applications, content and tools. This is your centralized source of information for everything from operational forms and compliance policies to research, market news, and various tools to enhance client service.