Browse / Financial Services / Objection
Financial Services Sales Objection

Our custodians need to approve any new tech that touches client accounts.

3 responses
anchor
Thanks

"We work with Schwab, Fidelity, and Pershing regularly — they have established approval pathways for tools like ours. I can connect you with the exact contact at your custodian to fast-track approval."

validate
Thanks

"Custodian approval exists to protect client assets — I respect that. The good news is that tools like ours typically fall within established approval categories. What's your custodian, and I can pull the specific documentation."

probe
Thanks

"What has custodian approval looked like in the past — RFI, security questionnaire, demonstration? I can prepare everything needed so the review is smooth."

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