Investment System Consulting / Knowledgeable Customer Service:
We approach each client as a partner, during implementation and beyond.
Isis Financial Systems offers knowledgeable project managers and support professionals.
Our staff consists of highly qualified
system architects, software developers, CPAs,
and accountants,
some of whom have been delivering software and services to financial institutions
for over 20 years. This group of individuals has worked for some of
the industry’s largest financial outsourcing organizations.
During the installation phase, we prepare a complete project
plan that includes
customer input and outlines each business partner’s responsibilities to ensure a successful implementation.
Once the installation is complete, we assign a qualified services representative
whose responsibility is to provide operational and support services.
Account-relationship support is provided through our sales department. The account-relationship
management individual meets with clients on site twice annually and
quarterly via conference call. More frequent contact may be necessary depending
on activity within your account.
We will manage your installation
from the initial-needs analysis through hardware and software installation, data migration, and user testing. We provide well-developed
tools and skills
to meet all of your
needs.
Although IMS is flexible and able to meet a wide variety of requirements, we are
well positioned to provide customized solutions to your needs through our consulting services. We can leverage our skills to define your requirements and implement solutions
into practice.