We're getting ready to launch!  We work hard to make sure our Customer Success program is the BEST in its class, and we're not resting on our laurels: in response to your suggestions  we're launching your new CoreValue Community & Knowledgebase.  

The Community & Knowledgebase is developed specifically to meet your requests and will replace the Resource tab currently accessed through the advisor dashboard. 

As we endeavor to follow our methodology, this new initiative effectively addresses best practices set out in CoreValue Drivers #14 Customer Satisfaction and #18 Innovation.

Why the change?

Support needs are as diverse as our customers. The new site:

• Ties your support more closely to the Customer Success program
• Follows your use so we can better serve you
• Is searchable: you can access all of your marketing collateral, sales and business development tools, training aids and videos in a searchable format
• Connects you to other CoreValue-powered advisors in the Advisor Community - an interactive messaging platform helping you to exchange ideas, get helpful advice and even collaborate on client issues

For Current Customers:

1.  What do you need to do?

Nothing. We'll contact every customer with access instructions. If you're enrolled in the 1-1 onboarding program, we'll add 'How to use the CoreValue Knowledgebase' to an upcoming session --it's easy.  Everyone will get a User Guide and an instruction video to walk you through the basics. So all you really need to do is keep an eye on your inbox, more info to follow.

2.  What if I have questions?

Any time you have questions or want to learn more, simply give us a call at 603-835-3444 or email your questions to support@corevalueforadvisors.com.

Not a customer yet?  You win too: we're opening up access to select pieces from the  CoreValue Marketing Kit (over 30 assets).  This is the kit your CoreValue-powered colleagues use to help their practice thrive.   Click here if you'd like to learn more about CoreValue. 

That's it! Watch your inbox, you'll be getting a personal update soon. On behalf of all of us, thank you for being part of the CoreValue Advisor Software community.

Sincerely,

Sue Lewis, VP & Director, Customer Success