Your success comes first

Cutting-edge technology, close collaboration, and our unwavering commitment to customer success make your compliance goals a reality.


Trusted Advisor

A global team of compliance experts that partner with you, understanding your unique needs and guiding you towards achieving your business goals.
Your dedicated CSM will advocate for your success, ensuring you get the most out of our platform every step of the way.

Personalized success plan

Our Customer Success Manager crafts a bespoke success plan, tailored to your unique objectives and challenges – so we always have a North Star to steer by.

Close collaboration

No one knows your compliance challenges better than you. So our team and yours work side by side to fine-tune your implementation and get you the results you need.

Partners in progress

Together, we’ll tailor your implementation and monitor your progress, so we can ensure success.

  • “Success mapping sessions” to establish your goals
  • Measuring progress with custom KPIs and our tried-and-tested value framework
  • Quarterly business reviews to review goals and KPIs and ensure you’re leveraging Shield to its full potential


“A true partnership has been formed. From day one, we felt satisfied with the way Shield handled the implementation and the people that led it.”

Tier 1 Financial Group



“Shield’s constant product enhancements create a real impact and added-value on our day-to-day activities. As they keep creating such impactful features, they help our surveillance teams work more easily and more efficiently.”

Head of Surveillance, Large French Bank



“Shield became a vital part of our business process; we like to compare it to an electric connection provider to a home.”

Head of Surveillance, US Energy Trading Company

Meet your Customer Success Manager

Your advocate, your voice, and your biggest supporter – your dedicated Customer Success Manager is by your side from kickoff to go-live and beyond.

They’ll share feedback with our product and engineering teams, track progress toward your KPIs, and constantly seek out ways to ensure you maximize the value of Shield.

Listening, evolving, improving

Shield never stands still.
We use customer feedback to continuously improve the integration and performance of our products.

From dedicated product feedback sessions to insights picked up from constant communication with our customers, we’re always hunting for ways to evolve – and customize implementations to better suit our customers.

Let’s start our journey together

Like the sound of working with our team? See Shield in action and
begin your journey to compliance excellence.