Dedicated Account Managers for Personalized Support
YCharts aims to provide unparalleled customer service by assigning each user a dedicated account manager. These managers assist with account setup and product training, ensuring that clients leverage the full potential of YCharts tools. By prioritizing the business goals of each client, the knowledgeable and experienced team delivers tailored solutions to meet specific needs and challenges. This personalized approach fosters a strong partnership between YCharts and its clients, ensuring a seamless experience from day one.
Tailored Onboarding Experience
With a focus on understanding the priorities and challenges of clients, YCharts offers a personalized onboarding experience. Account managers customize proposals to support asset gatherers and develop fund screens to streamline the research process. This white-glove service ensures that clients receive a fully-tailored experience that aligns with their unique requirements. By providing hands-on support and guidance, YCharts empowers clients to make the most of their investment in the platform.
Customized Account Setup for Enhanced Efficiency
YCharts' implementation managers follow a meticulous 10-point checklist to gain insights into client needs and preferences. They then customize each YCharts account to facilitate a smooth start, allowing clients to hit the ground running. From integrating additional features to uploading custom branding elements like logos and colors, the specialists at YCharts act as an extension of clients' teams, offering support every step of the way. This customized approach ensures that clients maximize the functionality of YCharts to achieve their financial objectives.
Tailoring Solutions to Meet Individual Needs
YCharts enables clients to personalize their accounts and client-facing materials to reflect their branding and preferences. By incorporating company logos and brand colors in charts and scatter plots, clients can create a cohesive visual identity. Additionally, portfolio reports and proposals can be customized with specific data points, logos, colors, and disclosures, enhancing professionalism and brand consistency. Dashboards can be configured with preferred market and economic data, promoting easy sharing within the team. Clients can also set up alerts based on relevant criteria, such as price movements and earnings updates, to stay informed in real-time.
Accessible Support Options
YCharts offers live support during market hours to address any queries or issues promptly. Clients can engage with the support team via chat, phone, or email, ensuring multiple channels for assistance. The chat feature provides real-time responses, while phone support allows direct communication with account managers. For detailed inquiries or technical assistance, clients can email support@ycharts.com to receive dedicated support. This commitment to accessibility and responsiveness underlines YCharts' dedication to empowering clients and fostering long-term relationships based on trust and reliability.