Why Do We Think We Can Teach About Support?


We are revolutionizing Support within FinTech. Our goal is not merely to build an outstanding product that truly serves advisors and their clients, but to serve by identifying and demonstrating true excellence in an area historically overwhelmed and under-resourced.

I get joy of reading many messages of raving fans of ours. I don’t say that merely to toot our own horn (although some car horns are awesome!), but to demonstrate why Support must be improved and how to do it. It’s about taking care of those around us. We’re all human; we shouldn’t treat each other poorly but recognize the vitality in valuing each other. That’s one reason we believe service is in the middle of a renaissance, and it is coming to FinTech.

I can’t take the credit for this, however. This was all the vision of our founders. It was their goal and desire to see investors served well and to produce outstanding and renown Support to our beloved customers who serve their clients, the investors. From the beginning, they wanted to see advisors and investors delighted with Riskalyze. Not merely grudgingly or apathetically, but delighted. My role is merely carrying out that vision.

What we have learned in the last few years has grown us as individuals which has given us the confidence to share with our customers ways to improve their approaches, ideas, and their client relationships. With the Internet, there are two things that exist in an overabundance: cat memes and misinformation. We want to tackle the latter by creating clarity around the proper way of supporting customers so they benefit and are enriched. Our customers are the heroes. Let’s guide them to that success.

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