When you decide to incorporate Verify 365 into your client onboarding processes, you gain more than innovative technology that streamlines processes, enhances due diligence processes, and ensures compliance within regulatory guidelines. You also gain a team of dedicated, committed people who will offer support and guidance every step of the way.
One of those people is your dedicated account manager, an individual who is there to provide you with all the tools you need to ensure you are getting the best out of your investment while also ensuring you are comfortable using Verify 365 and understand exactly how everything works.
This article gives you a comprehensive guide to exactly what you get from Verify 365’s dedicated account managers and the impact they will have on helping you integrate and use our technology effectively.
What You Get From Verify 365’s Dedicated Account Managers
The Benefits
Once you have incorporated Verify 365 into your law firm processes, you are assigned a dedicated account manager. As discussed above, the role of an account manager is to ensure you are comfortable using our technology but also have a port of call should you need advice and support. Based on that, let’s outline the benefits of having an account manager:
In-House & Virtual Training—Your dedicated account manager will give you all the training you need to begin using Verify 365. This training can be done in person at your firm or virtually via an online meeting. Your account manager will work with you and all firm staff to ensure they are comfortable using our platform.
Introduction to New Products & Services – As well providing comprehensive training to ensure you are comfortable using Verify 365, our account managers will also introduce you to new products and services as well as other innovative tools within our platform including eSignatures, ePayments and property searches. They will run through new products so you are fully updated with all things Verify 365.
Direct Access Via Phone Calls & On-Site Visits – Our account managers have a direct phone line you can call at any time. Discuss any queries or concerns you may have or if you need guidance around the app, the tools or the types of checks. Our clients are at the heart of what we do, and our account managers are keen on building and maintaining a strong relationship with you so that all your needs and requirements are met. The account management team are always available to book in face to face site visits to provide training as well as offer first hand tips, tricks and assistance so you get the best out of Verify 365.
Regular Email Updates and Check-Ins – Our account managers will also check in with you on a weekly basis through email to ensure you’re happy with the technology while also addressing any queries. We also create a comprehensive bi-weekly client newsletter which includes all the latest technology updates from Verify 365. These emails include screenshots of the implemented changes, how to utilise those and what they mean for your law firm.
Video Content and Support Hubs – Your account manager has an extensive backlog of videos they have recorded to help with a vast range of topics and queries. They will share this content with you and also advise you to access our innovative support hubs which are packed with informative articles and further video content. We have two support hubs – one dedicated to legal professionals and one for end-users, ultimately, your clients.
Account Managers Like No Other
Our account managers are committed and dedicated to ensuring you are utilising Verify 365 to its full potential. They will strive for excellence, ensuring you are comfortable using the platform but also accessing our other innovative tools.
Your account manager is committed to you and your firm. They want to ensure your firm is running much more efficiently and effectively. Tap into their expert knowledge of Verify 365 – You don’t need to search for support and guidance when you have direct access to the best account managers in the business.
Our support network is there for you to utilise whenever you need it. Our team are completely committed to ensuring you, your staff and your clients. Have confidence using our technology and rest assured, knowing if you need help, a dedicated account manager is there at the touch of a button.
If you’re interested in learning more about Verify 365 and our dedicated support network, book a demo with our expert team today.
