Particularly at this time of year, we all know what a lifesaver it can feel like to have someone we know and trust to turn to if we are struggling with a problem.
It can be such a relief to receive good support and advice, and simply have someone who listens and who understands. It is only human nature: we want to feel that we are not alone.
At Dynamic Planner, we understand how important it is to listen to issues or questions our clients and users have, and to fully support them when they need us most.
Our Client Success team together have a wealth of industry experience and Dynamic Planner knowledge to share with users, who take the time to reach out and articulate how much they value the support.
One user – Russell Golledge, a Chartered Financial Planner in Essex – emailed our Client Success team recently. He wrote: “Thank you to you and your app Development team, for all of the hard work to resolve issues I had.
“I have been very impressed with the way you have handled it – calling me back as promised, owning the problem and dealing with it through to the end. You need a medal for your patience alone.
“You knocked me off my feet when you told me the team had issued an update to resolve the problem. You have certainly created a loyal and dedicated customer in me. Thank you again and please pass on my sincere gratitude to all of those involved.”
All new Dynamic Planner users are appointed a dedicated representative from our Client Success team, to support them at every step of their journey with us, however long that is.
In addition and as you have seen, our Client Success team – based here at our Reading headquarters – are always on hand to deal throughout the working week with any day-to-day queries you may have and provide further support.
On top of that, Dynamic Planner users are invited to attend regular CPD events – our ‘Training Academies’ – which are held each spring and each autumn across the UK, enabling you to access face-to-face support and see latest enhancements to the system demonstrated live to the room. We also host two Annual Conferences at the beginning of the year in London and in Manchester.
As a user, you can access on-demand WebEx training, around the clock, to accelerate onboarding of key functionality at your firm, at a time that suits you and your business best.
Bespoke consultancy and training is available, personalised to your firm’s requirements and further enabling Dynamic Planner to be embedded most efficiently within your firm’s investment proposition. Training can be completed either at your offices or at our offices in Reading, Berkshire. Whatever works best. As ever, it’s your choice.
We are here for you – you can count on that.
- Read more testimonials from Dynamic Planner users. How have they adopted us?