1. Home
  2. About us
  3. Customer Success Team and Management

Customer Success Management

Engage with industry professionals to experience the full value of Refinitiv Products and Services.

The Customer Success Team at Refinitiv is about helping our clients achieve their business goals.

The Customer Success Team is a global group of 700 professionals located in 190 countries, they can help you realize the full value of Refinitiv Solutions through successful onboarding and continuous education and training.

Customer Success Managers (CSMs) are recognised for their market expertise, deep product knowledge and professionalism. Our aim is to build and deepen our relationship with you to ensure you meet your long-term success.

01:43

Look inside a day in the life of #Refinitiv’s Customer Success organization, a global team of Customer Success Managers who work directly with our customers.

CSM benefits

Global organisation

Over 600 global customer success professionals across every specialism and proposition that Refinitiv has to offer.

Customer focused

Meeting the demands of our customers ever changing workflow.

Achieving business goals

Recognize the full value of Refinitiv Services and Solutions.

About Refinitiv

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community - driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.

Contact a CSM

Please note: Only selected accounts qualify for a CSM. Alternatively, you will be contacted by our Virtual Training team.