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Client Experience | Advyzon

Continuous Innovation. Superior Value and Support.

Personalized Client Service

Service is an important aspect of any technology platform. At Advyzon we believe that your experience starts from the moment you sign-up. From day one, you will be assigned a dedicated Relationship Manager, where our white-glove approach to servicing your business begins with an introductory call to learn about you and your firm’s needs to create a personalized onboarding roadmap.

Going forward, your Relationship Manager serves as the central point of contact at Advyzon, regardless of your needs. This personalized approach allows one of our product experts to learn your practice and preferences, catering our software to you, and not the other way around. Your Relationship Manager will help guide you through everything from your onboarding and initial training, to assisting with your day-to-day questions. No outsourced call centers or repeating your needs to another employee. At Advyzon we provide you with all the assistance and none of the hassle.

Advyzon Support Graphic

Training

Custom Tailored training by an assigned staff member.

Advyzon Support PhoneAdvyzon Support Training

Help Desk

Assistance from any of our knowledgeable service reps.

Advyzon Support Help DeskAdvyzon Support Help Desk

Email

Access to your Relationship manager anytime.

Advyzon Support EmailAdvyzon Support Email

In-App Support

Access to support with 1 click from any screen in Advyzon.

Advyzon Support In-AppAdvyzon Support In-App

Phone

Direct number to a dedicated service rep for your firm.

Advyzon Support PhoneAdvyzon Support Phone
Advyzon Training Graphic

Training

Custom Tailored training by an assigned staff member.

Advyzon Help Desk Graphic

Help Desk

Assistance from any of our knowledgeable service reps.

Advyzon Email Graphic

Email

Access to your Relationship manager anytime.

Advyzon In App Support Graphic

In-App Support

Access to support with 1 click from any screen in Advyzon.

Advyzon Phone Graphic

Phone

Direct number to a dedicated service rep for your firm.

Our Iterative Development Process

At Advyzon, we are hyper-focused on the continuous development of our platform. In order to remain flexible and quickly deploy fresh ideas, we’ve adopted an iterative development process which allows us to release new features, typically on a monthly basis. While much of this development work is done to keep pace with the latest market trends, we also develop directly from our clients feedback. We hold an unwavering commitment to being a one-platform solution and we firmly believe that every client suggestion moves us closer to that goal.

Advyzon Development Process Graphic

Members from our client service team meet with our product managers to relay our client feedback.  The feedback is taken into account and a future release enhances the feature, based on the feedback received.

Our product managers determine what feature to create based upon user requests, market insights and trends.

An internal team of designers and programmers create the feature.

A dedicated team of quality assurance analysts review and refine the feature.  Once ready we release the feature to our user base.

After the release our client service staff gathers feedback from all of clients.

Advyzon Development Process Graphic
1

REQUIREMENTS & PLANNING

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Our product managers determine what feature to create based upon user requests, market insights and trends.

2

DESIGN & DEVELOPMENT

Computer

An internal team of designers and programmers create the feature.

3

TESTING & RELEASE

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A dedicated team of quality assurance analysts review and refine the feature.  Once ready we release the feature to our user base.

4

CUSTOMER FEEDBACK

Bar graph with arrow

After the release our client service staff gathers feedback from all of clients.

5

Iterate

Arrow on target

Members from our client service team meet with our product managers to relay our client feedback.  The feedback is taken into account and a future release enhances the feature, based on the feedback received.

Words from our Clients

"After 20+ years in the business, I was concerned that making a move would result in lost data. Advyzon not only carefully imported 18 years of transactions, account holding, and cost basis, but they also imported my CRM contact data and all Financial Planning notes (from 3 different applications). Now that's impressive!"

"The way I see things, Advyzon has the clear ability to revolutionize the financial services profession and level the playing field for all."

"Advyzon was by far the best to work with on preserving full functionality of data and data history in the conversion."

"It has one of the most robust portfolio reporting systems I have ever run into. Reports are clean and my clients like them better than any I previously used."

"The staff of Advyzon is very quick to make changes when requested and incredibly dedicated to making the CRM the best out there."

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