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at Financial Technnology Year
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1. Feedback & Feature Request System
Enables users to submit suggestions and requests for enhancements.
Feature request and user feedback submission enabled via support portal.
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2. Test/Sandbox Environment
Safe environment for testing new features/configurations.
Test/sandbox environments offered for policy testing and rollout.
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3. API Documentation
Complete documentation for developers integrating the platform.
API documentation provided for integration and automation.
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4. User Role Training Programs
Custom training by user function (advisor, admin, client).
User role-based training resources provided in documentation and via IBM services.
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5. Flexible Deployment Options
Supports cloud, on-premises, or hybrid deployment models.
Cloud, on-premises, and hybrid deployment models supported.
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6. Dedicated Account Manager
Assigned specialist for organizational needs and issue escalation.
Dedicated account manager available for enterprise contracts.
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7. Knowledge Base
Online repository of FAQs, guides and troubleshooting tips.
Knowledge base available online for clients and admins.
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8. 24/7 Help Desk Support
Continuous support by phone, chat, or web.
Standard 24/7 support via chat, phone, or web.
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9. In-App Tutorials & Help
Embedded resources to assist new or returning users.
In-app tutorials and help included in both admin and client apps.
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10. Guided Onboarding
Step-by-step instructions for initial setup for users and administrators.
Guided onboarding for admins and users in the portal and documentation.
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