Collaborative Financial Services Inc.

Services Provided to Partners by CFSI

 

Sales

• Dedicated local Sales

• Proactive customer interaction

• Strong and rapid follow through

• Pre-Sale Technical Sales Support

• Contract facilitation

• Client account management

• Local management of billing and collection issues

• Leverage partner products, services, contacts, expertise and successes

 

Marketing

• Local Product Marketing

• Ongoing collection and reporting of local market reconnaissance

• Assistance in vetting and Canadianizing products and services

 

Support

• Assistance with local Technical Support

• Local project management

• Assistance with Implementation and Implementation Management