Email the Customer Success Team

We're very quick to respond.

Sending the right info to the right place will make sure you get an answer the fastest!

Send to: CustomerSuccess@finoptimal.com

What to include (if applicable):

  • Screenshots or screen recordings

  • Client Name (if a Firm)

  • App(s) and Workflow(s) you're asking about

  • Detailed explanation of what you think is wrong and what you expect to see instead