CORT
Our Correspondent Operations Relationship Team (CORT) applies their extensive knowledge of retail brokerage operations to help ensure our clients take full advantage of our comprehensive services and resources. They start by analyzing your operating model and objectives and then collaborate with our operations team and your Relationship Manager.
They advocate for your firm across the organization and aim for the highest level of satisfaction in operations process and service. This goal is supported through:
- Personalized training.
- Best practice analysis and feedback.
- Regular roundtable meetings.
- Monthly operations open house tours, Lunch & Learn sessions and operations conference calls.