Leverage our scale and know-how so you can focus on the activities where you can have the greatest impact.

As part of our comprehensive strategic partnership, Congress offers comprehensive and state-of-the-art back office operational services to our Strategic Partners. By eliminating the headache of back office operations you will gain valuable time to spend with clients and on new business development.

Each of our Strategic Partners employing our Level Two Operations Services is assigned a dedicated member of our Client Relationship Group (CRG)

They are responsible for assuming many of the day to day activities necessary to service clients.

Our Operations Specialists handle:

    • Account Set-up and Administration
    • Cashiering
    • Billing
    • Reporting
    • Custodial Paperwork