Salt Lake City-based SunGard puts a big emphasis on providing help for users of its platform. However, the financial services software firm’s edge, it believes, is on the automation side, and its help tool is one that clients such as Raymond James, SunGard says, have applauded.
Getting answers on technology questions is a problem area familiar to anyone who has ever used a desktop. All too often a call to tech support can add another layer of frustration to an already stressed situation, especially if there’s a long wait for assistance.
Automated answers built into a platform are extremely crucial, because any kind of delay is detrimental to an advisor who might have a client waiting to open an account, or who needs to make a trade.