Client Experience

An Exceptional Financial Client Experience

Continuum is committed to providing you and your clients with exceptional customer service. From the tailored initial set-up to ongoing contact, we are dedicated to meeting your goals and exceeding your expectations.

Your clients will receive appointment confirmation emails as well as a reminder call a few days before their scheduled appointment. In addition, we ensure that all your client’s contact information is up to date and that all call notes are logged for compliancy purposes. With Continuum, you can feel assured that your reputable business is always well represented. All our Client Contact Associates possess superior customer service skills to help you succeed.

Attention Financial Advisors

Let Us Help YOU improve your Bottom Line!

Call Now

Why Continuum Client Contact?

Dedicated North American callers

Fully trained

Tailored phone scripts that get you in the door

Make outbound calls and take inbound calls

We offer tailored hourly packages specific to your business’s needs

We keep existing account information up to date

You minimize overhead and maximize revenue

Book an appointment

{

Testimonials

Recruiting Services Testimonials

"Currently, I’m number 1 in the world. So thankful that a few years ago, while on vacation with the Knights in Bermuda and sailing, I heard the top agent at the time saying how he does it every year. I listened and found out it was Continuum Client Contact, a call center out of Canada, that he pointed out was the reason for his success. I immediately called you and set it up; the rest is history. I have left everyone else behind in my wake!!! Thanks to the team at Continuum and Susan especially. She’s my Rock!!”

K. G.
Field Agent
Knights of Columbus

"Your service was essential in contacting 2 of my new agents this year. It created activity and the callers were very professional. They booked consistently 3 to 4 interviews every week sometimes more. I had great reviews and my clients knew why I was calling. This is a service I would recommend to all GA’s that are searching for an agent in a specific area or in general. It should be a base service available to all. Worth every penny."

M.B.
General Agent
Knights of Columbus

"Having an incredible year again as always with Continuum."

KG
Field Agent
Knights of Columbus

"Continuum Client Contact Inc. are the best professional appointment setters and client contact specialists that I have known in my 30 years in the financial industry. They have helped me to increase my sales almost 50% over the last year and will continue to help me in my new position as a Regional Manager. In addition to providing client friendly calling services, Continuum Client Contact Inc. has trained their staff to assist in a wide variety of call types. I am happy to recommend Continuum Client Contact Inc. to anyone who needs help with managing client contacts."

S. H.
General Agent
Knights of Columbus Insurance

“Continuum is excellent at what they do. They are result oriented, and superbly skilled in client relations. Using them as part of your business strategy will guarantee your business to prosper and above all, strengthen your client loyalty and relationships. I highly recommend them to any business in client relationship building"

B. P.
Director
Freedom 55 Financial

Financial Advisor Services Testimonials

"I am a regional director for a member-owned faith-based financial services company. When first hearing of Continuum Client Contact my impression was, that’s nice that someone is willing to do this but how good are they, for what they charge? After meeting Elenna and hearing her explain, they way they work and all the details she conveyed, I thought to myself, “They sound as though they’ve thought of everything, but can they really get appointments with the people in my area”? The proof will be in the pudding. I would say I was at a -5, on a 0 to 100 scale of being a believer. I’m cautious. After 4 weeks of having Continuum’s service, I went from a -5% to a 100% believer. They are amazing. “Obviously not their first rodeo”. They were able to reach people that our representatives would not have had the time to contact and increased weekly appointment counts by double. Business increased nicely as a result. Most impressive was the relationship that began to develop between our representative and their assigned caller. Not to mention solidifying our representative-to-client relationship, by scheduling an appointment that would not have happened otherwise. Continuum isn’t just a service - It’s a professional relationship, that provides a service in the most professional way. I highly recommend them to anyone who reaches people via the phone."

B.B.
Regional Manager, Catholic United Financial

"I have been using Continuum for 6 months and my experience has been overwhelmingly pleased. I have always used either an inhouse caller or a calling service but the quality of service and effectiveness that Continuum has made a definite impact to my bottom line. Their calling approach is different than most using manual calling efforts instead of an auto dialer. This allows them to put a personal approach when dealing with my clients. By offering several different calling strategies, they can place additional priority on my calling needs. My personal relationship with my assigned caller makes him an extension of my office instead of a company. Continuum allows me to spend my work hours to focus on more productive functions while keeping my calendar full while offering cost effective pricing. I am sold on Continuum and you should be too."

E. P. FIC
Field Agent
Knights of Columbus Insurance

"To Whom it may concern, I have been a client of Continuum call services for the past year and I’m happy to say I will NEVER stop using this incredible service. These folks are the epitome of customer service and excel at making my appointments and my clients very happy to meet me for that appointment. As you know in our insurance industry. We want to be productive in the field. Having face to face meetings with our clients. Unfortunately, we have to spend a lot of time on the phone trying to make and confirm appointments. At the beginning of last year, I was giving the opportunity to talk to one of the top producers from our company. He said he uses the call service company Continuum and that they were behind his success. He gave me that advice to call Continuum and get them setting my appointments. He said the monies you spend having them make your calls will easily be made back with you being in the field more and not behind the desk. Boy he wasn’t wrong. To this day I thank him for giving me the advice and Continuum’s number. Elenna and her staff won’t let you down and they will make life easier for you. I promise! I will tell you that it changed my life and that’s no joke! Give them a call you won’t be dissatisfied."

K. G.
Field Agent
Knights of Columbus Insurance

"I enjoy working with the Continuum Team, they’re very professional when speaking to my clients and potential clients. I spend a lot of windshield time with my area and Continuum helps me keep in contact with clients and assists in scheduling appointments."

L. K.
Field Agent
Knights of Columbus Insurance

"Due to the call service provided by Continuum, business proceeded smoothly over the last couple months while dealing with COVID-19. Thanks to the professional service, I was able to weather the storm much more effectively without having to worry about providing for my family. Continuum has been an excellent partner in my business in a world that is continuously changing."

J. F.
Field Agent
Knights of Columbus Insurance

“The last thing I wanted to do in my business was to make calls and book appointments. I had a severe case of “call reluctance”. I was failing in my responsibility of maintaining regular contact with my clients and my business was going downhill as well. All that changed as soon as Continuum Client Contact Inc. stepped in. Now, no one is neglected, regular follow ups are scheduled and done on time and best of all, my clients are happy to talk with my dedicated Client Contact Associate. I can now concentrate on what I do best.... provide appropriate solutions to my client’s need. My heartfelt gratitude to the entire team at Continuum Client Contact Inc.”

R. M., B. Eng., RHU
Financial Advisor
Freedom 55 Financial

"I wholeheartedly endorse Continuum. I have been using their services for over three years and will continue to do so. Their efforts have significantly helped me be successful and grow my business. While their offered services continue to adapt to my clients’ needs, they have at the same time been extremely conscientious meeting my company’s compliance procedures."

P. B. FSCP, FICF
Field Agent
Knights of Columbus Insurance

"It’s my absolute pleasure to recommend Continuum Client Contact to represent your business. I have worked in the Financial Industry for twenty years, and I am absolutely delighted to have the opportunity to work with such professionals. Continuum Client Contact Inc. has become a truly valuable asset to my team. They connect with my clients on a very professional warm level. My Client Contact Associates have been very honest, dependable, and incredibly hard-working. Beyond that, the soft skills have led to more appointments booked and follow up on then I could have done. I am so relieved to be able to focus on client meetings and business planning, while having Continuum Client Contact direct the client appointments. Along with their undeniable talent they have always been an absolute joy to work with. They are true team players, and always manage to foster positive discussions. They work with my assistant and associates very well. Without a doubt, I confidently recommend Continuum Client Contact to work alongside your team. As a dedicated and knowledgeable team and an all-around great people, I know that they will be a beneficial addition to your organization."

A. D., B. Comm.
Financial Advisor

"Professional and personal client contact service that my clients really appreciate. Especially in these trying times. I always receive excellent feedback from my clients. They love talking to my Client Contact Associate."

C. K.
Financial Advisor
Freedom 55 Financial

"CCC has provided an excellent service for my clients with their professional and friendly manner over the phone to arrange a time into my calendar to fit my days. Because of this, I now have a more personal life as a father, and a husband. It certainly is a very nice way to keep in touch with your clients and most importantly you are able to focus on your own work. Special Thanks to Elenna and her staff who make the attempts to arrange the appointments with my clients."

J. K.
Field Agent
Knights of Columbus Insurance

"They are the BEST at what they do. I have been using them and they are very good"

Y. T., MBA, MDRT, FIC, FICF
Financial Advisor

Let Us Be Your Virtual Assistant

Getting You Connected – Keeping You Connected

Let’s Get Started