At AdviserLogic, your Customer Success Manager (CSM) is your dedicated partner in making the most of the platform. Unlike your BDM, who supports your sales journey, your CSM steps in post-onboarding to help you unlock AdviserLogic’s full potential through tailored training, regular reviews, and ongoing guidance. In this month's newsletter we help you navigate the support and assistance at your fingertips.

If you missed last week’s Product Roadmap webinar, you can catch up anytime with our on-demand recording. It’s packed with insights into upcoming features and future plans, straight from the team behind the innovations. Don’t miss this chance to stay informed and ahead of the curve - just click this link and watch when it suits you.

We’ll also share how you can contact our Customer Success team, who are ready to discuss your goals and help tailor AdviserLogic to suit your practice’s needs.

At AdviserLogic, your Customer Success Manager (CSM) is here to help you succeed with the platform. This is not the same as your BDM, who focuses on the sales journey. Your CSM partners with you, after you’ve finished onboarding with us, to ensure AdviserLogic becomes a powerful tool in your practice.

Your CSM will guide you through reviews, provide training, and help you use AdviserLogic to its full potential. If you’re ever unsure who your CSM is, simply ask Ava in the AdviserLogic chat or open the Help Centre and select Book CSM meeting at the bottom of the page. Ava can also give you a direct link to their calendar, just ask her.

For technical issues such as login problems or system errors, Support is your best path. You can reach Support by asking Ava, calling us during business hours, or sending an email.

Your CSM is your partner in growth. Support is your partner in resolutions. Together, we’re here to make your AdviserLogic experience a success.

Dean Mu

Apoorva Srivastava

MD Salman Zafar

Our Customer Success Managers are reaching out to schedule a Business Review - a great opportunity to assess your current setup, align on goals, share updates and ensure you are making the most of AdviserLogic.

Prefer to get ahead of the calendar? Click the link to book your meeting early

We're here to help – Book a review!

Today, 10 September, we introduced the new E-signature feature - DocuSign - covering key details about the process and associated costs.

If you missed the webinar, you can watch it below.

If you weren’t able to join us live for last week’s Product Roadmap webinar, don’t worry - we’ve got you covered. The session is now available on-demand, so you can watch it whenever it suits your schedule.

Discover what’s coming next, get insights into upcoming features, and hear directly from the team shaping the future of our products. It’s a great opportunity to stay informed and ahead of the curve.