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BACKSTOP CLIENT SUCCESS

Your Success Is Our Mission

From consistent communication to highly personalized customer service, the belief that our clients are our partners is at the heart of everything we do at Backstop. Our Professional Services and Client Success programs are designed with one goal in mind: to help you get the most out of Backstop.

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Professional
Services

Understanding your organization's specific needs and processes is the key to a successful implementation. Our experienced Professional Services team brings expertise from implementing thousands of clients to every engagement to help you maximize the return on your investment.

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Relationship
Management
Our Relationship Management team provides personalized service  to help you realize the full value of your software investment. They will create an account success plan and regularly inform you of relevant new product capabilities to ensure you are maximizing our partnership.
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Client Care
The Client Care Team's mission is to facilitate exceptional assistance through advocacy, collaboration, knowledge, and research. The Client Care team functions as "the ears of Backstop," actively listening and understanding our clients' end-goals, and helping them achieve those in the most expedient way.
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Ongoing
Education
We deliver complimentary continued training and education through your choice of channel.  At all times, your team can access the Backstop Support site and its vast library of instructional videos, recordings, and product guides to enable adoption.
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DEVELOPED FOR THE INSTITUTIONAL INVESTMENT INDUSTRY

Whether you're an asset owner, asset manager, or intermediary, Backstop's solutions help you drive operational excellence and superior decision-making.

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PURPOSE-BUILT SOLUTIONS FOR OUR CLIENTS' TOUGHEST CHALLENGES

Want to build a world-class investment culture steeped in robust processes? Or deliver world-class investor servicing? Or turn mountains of information into insight? Backstop's products help you do that, and more.

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