Our watchwords are collaboration and ownership. It’s how we work with you.
Our highly trained teams of experts and customer service professionals are dedicated to working with your business and we’re proud of the service we provide.
When you join, our Platform Adoption Team will get you started. They’re here to make sure you’re comfortable with using the platform. Once you’re up and running, you’ll be put in touch with your team of customer service professionals. They’ll take ownership of cases you send us, and will help with any queries you have.
We work in partnership with you and your business, so you can be confident you’ll always be supported. Here’s what some of our customers say about working with us:
“We have been through servicing initiatives before but this is like night and day”
“The service we have been receiving has been outstanding”
“We work with a variety of platforms but yours is the top”
“It is refreshing to have such a positive response to feedback and I really appreciate it”
“Yes still very busy and juggling teaching the children as well so it’s a bit manic at the minute, but it does help having Ascentric South team on side to help with everything, they are all doing a great job”
“Dialogue at our adviser boards, user panels, and numerous onsite visits shaped the focus for our service improvements and new team structure. We plan to continue to work alongside advisers, para-planners and admin teams to understand practical service challenges first hand.
This approach means we’ve tested, learned and gradually improved over time. However, we must maintain a high level of two-way communication, and a sharing ethos, to continue to develop and improve, as we move into the next phase of the operating model improvements.”
Heather Curtis, Head of Customer Operations, Ascentric
We know that in these challenging times, with margins under pressure, efficiency and ease of doing business become even more important. We’re continuously looking for ways to keep improving our service.
We’ve recently made great progress towards removing paper from our processes and we’ve introduced digital signatures. This has enabled us to minimise disruption to you and your clients during these exceptional times.
We're here to help, whether you’re looking to take the first step on your journey with Ascentric or interested to find out more about what we do.
Meet our Business Development Team
We know service matters to you, our aim is to be the best. Ascentric’s platform service is built around what matters to advisers and their clients.
Meet our Customer Services Team
The platform can be a tool for streamlining your processes, managing and growing your clients’ assets in as few clicks as possible. Our team are here to help you get the best from the platform.
Meet the Platform Adoption Team
To help you get familiar with your platform we've put together short videos and guides to highlight key areas and functionality of the platform.
Visit the Training Centre