To get a clear understanding of what lies ahead of us, the first step in the Onboarding process is Project assessment. 
We have a look at your data structure and sources. 
Together we agree on the project timeline, set expectations, and plan resources allocation on both sides. For a successful onboarding, commitment from both sides is a must.

Your dedicated Customer Success Manager then will organize and run a meeting with with you and key stakeholders to define the key objectives and goals of the onboarding, and to agree on a realistic timeline, introducing timeline of the onboarding. We will also confirm with you all important milestones, plan 
the training of your team and transfer of your data.

During the Kickoff we agree on how much assistance you require with data migration. If the capacity and budget allows, our experienced Data Analysts are happy to do full data migration for you (see the pricing here). As the Data Analysts work on your data transfer, CSM will simultaneously train your team to use Vestberry, while overseeing the overall progress of the onboarding. Based on the agreement, weekly or bi-weekly follow-up calls are scheduled to monitor the progress.

Time for the feedback! Project wrap-up includes reviewing the objectives and milestones we set in the plan. We double-check the data on the platform and review if expectations were met on both sides. We make sure the team has become a confident platform user.

Onboarding is just the beginning of our relationship. Both the Customer Success and Support teams are available to you on
a regular basis. We look forward to quarterly review calls, client surveys, feature suggestions, and many interactions via live chat.

We understand that seamless communication is vital for investment management and working with our platform. That’s why our communication with you doesn’t end after onboarding. Once you complete training, you gain access to our live chat support. This feature offers real-time assistance and personalized solutions for all your queries. Our dedicated team of experts 
is just a click away. With our live chat support, you can quickly connect with us and receive help with your investment portfolio, account, or learn more about our platform, without having to send multiple emails and wait for a response from your CSM.