We work with you to review the performance of your CLM processes on a quarterly basis. It's important to driving ongoing improvement and adding value.
Each quarter, your Customer Success Manager will invite you to a business review. This is a chance to look at defined performance metrics and usage, and to see what else we can achieve together.
This is also the opportunity to discuss how we can further optimise or iterate onboarding experiences and risk management.
"As Head of Customer Success I'm responsible for maximising the value clients get from PassFort. I lead the support, technical writing, solutions and customer success management teams.”
"As a Customer Success Manager, I work closely with our customers to get them up and running. Ongoing, I ensure they are successful in using our platform."
"As Implementation & Support Specialist I onboard new customers onto our platform and configure their accounts to ensure they have the best experience and get what they need from our software."
"I support customers through self-serve content – anything that helps people use PassFort, from quick and simple getting started material to clear steps that someone can take to resolve an issue.”
"As a Customer Success Manager I work closely with our customers throughout their journey with PassFort - beginning with ensuring they're comfortable with the platform to achieving all their compliance goals in the long-term."
Paid is a financial services business that guarantees fast invoice payment for micro businesses and freelancers.
PassFort has been part of Paid's KYC, AML and Compliance story from the very beginning. Helping to put them in touch with resources to advise on compliance requirements. Then implementing our platform to support automation of onboarding checks, customer due diligence and ongoing risk management.
Watch this video featuring Tom Howsam, founder of Paid, talking about what it's like working with PassFort.
PassFort's client - Goldex - has been using the platform to streamline and manage customer onboarding since 2018.
Get a copy of their case study where co-founders Fernando and Sylvia explain why they chose PassFort, what they are achieving and why they would recommend us as a CLM solution.