Sales and Client Relations

The Sales and Client Relations team at the Institute for Financial Integrity is responsible for fostering strong relationships with clients, driving sales of the DOLFIN® platform, and ensuring customer satisfaction. They engage potential clients through outreach and presentations, provide ongoing support to existing clients, and work collaboratively to understand client needs, ensuring they have access to essential resources and training to enhance their financial integrity efforts. This team plays a crucial role in promoting the institute's mission and expanding its impact within the financial sector.