[Client Success]

We're Here to Help Your Team Succeed

PerformLine is more than software – we’re a community of experts devoted to your success

Lean On Us

You don’t have to go it alone. Get the most our of your PerformLine platform with support from our legendary Client Success team and a community of compliance pros just like you.

Designated Expert

Your Client Success Manager is your built-in support center. They’ll meet with you regularly to make sure you’re set for success!

Trainings & Education

Join Tuesday Tutorials for quick deep dives on platform features or join our Client Workshops to meet other compliance professionals as we discuss industry best practices


Community Content

Learn more from our COMPLY Community and library of content from industry luminaries. You’ve got a whole community to lean on!

People dedicated to your success

"They Want What's Best for the Customer"

“The most important thing to me at PerformLine are the people. They’re all super helpful, super knowledgable, and they really want what’s best for the customer and I really appreciate that.”

David Williams, Vice President, Risk and Regulatory Governance