Partner Experience Program
Our team wins when your team wins
Our Partner Experience Program is committed to the ongoing success of every Advicent partner. We understand that our software is only as valuable as the return on investment that it provides. Our team of partner experience managers are here to ensure that your organization is getting the most out of your Advicent software.
and execute on solutions
Identify and execute on solutions
Our experts work closely with your firm to regularly assess utilization, open support cases, and opportunities for workflow optimization.
Drive adoption efforts
From tailored webinar programming to onsite training, we ensure that the success of Advicent implementation does not rest on your shoulders alone.
Advocate for your firm
Your dedicated partner experience manager can escalate support needs and inform development prioritization on features essential to your firm.
unfettered support access
Provide unfettered support access
Our enterprise case owners provide elevated support response times to ensure your team can troubleshoot problems with minimal downtime.
Your strategic account manager will ...
- Facilitate and simplify licensing and all other contractual activities
- Demonstrate new features for purposes of firm evaluation
Experience and adoption
Your partner experience manager will ...
- Assist in activities to increase software effectiveness
- Function as liaison to other Advicent resources
- Demo and support software for your firm's NaviPlan users
Your project manager will ...
- Lead all project phases from planning through delivery
- Coordinate with support for issues that arise during project testing
Ongoing user support
Your enterprise case owner will ...
- Track all open/escalated production issues through to completion
- Understand trends in case activity to uncover action-plan opportunities