Great Service – Simply

You’ll have one dedicated service team to call with experts specializing in each area of the business. And you’ll have several different options for reaching us.

Following models of successful companies like Amazon and Apple, we’ve built a service experience that ensures:

• Working with us is easy.
• You’re never just a number.
• Your questions are answered right the first time, every time.

Service starts with everyday business. The easier it is to get things done, the smoother your operations will run.

When you work with us:

• Open an account in just 18 fields. With e-signature, it’s live in 1 hour. With a wet signature? 24 hours.
• Move money for your clients in one day with e-signature. In 2021, we’ll make that one hour.

If you do encounter a problem, our service team will solve it.

• 80% of all calls answered within 30 seconds
• 90% of all calls resolved on first contact
• 9.5/10 overall call satisfaction score

If you have a complicated issue we can’t solve on first contact, you’ll get a designated case manager who will follow up to resolve it, typically within 24 hours.

Choose how you connect with us:

• Call us. Our specially trained service team is ready to help.
• Let us call you. Enter your phone number and topic into ClientWorks, your central hub, and we’ll find the best associate to call you.
• Request a callback. If the lines are especially busy, we’ll call you back instead of keeping you on hold.
• Use our Help features. With in-context content throughout our tech products, you may be able to find what you need as fast as a button click.
• Chat with us in real-time. Our newest feature is a live chat function that routes you to a service team member trained in your topic.