We appreciate that business ebbs and flows and onboarding numbers vary. The initial onboard however is only the beginning for customers – FixSpec can help with the ongoing management of customers, automating workflows, customer releases and upgrades. A slower onboarding period also provides a perfect opportunity to review and improve your processes. We can help.
For those new firms that are taking their first tentative steps into the marketplace, we can support them from the outset. We help to define and develop their processes and assets from the ground up. We have even operated as an augmented onboarding and customer support team…..until they are ready to take over. When we hand over the reins, many of the traditionally manual processes will have been automated and therefore there is no requirement to build an overly extensive onboarding team. Customers can self-serve!