Here is what many of out clients have to say about Summa Tech…
Erin Pinhorn – Carpenter Box and Summa Tech
Carpenter Box’s partnership with Summa Tech focuses on a combination of services including a client portal, desk booking and an end to end onboarding solution.
Before working with Summa Tech, the company faced a much longer and complicated onboarding process. Erin Pinhorn, Executive Assistant at Carpenter Box, said: “Previously, we would have to fill out a new client form on our central software, which sometimes meant doubling or even tripling up information and it was never a super quick process as we’d often run into delays.”
Responding to these challenges, Summa Tech developed a bespoke Client onboarding solution. This tool enables all related client data to be uploaded in one piece of software, allowing both employees and clients to access the data in a centralised location to ensure all client information is accurate.
“It’s definitely sped up the process from both our side of things and the partners’ side of things. They can see everything without having to ask anyone for an update by clicking on their onboarding to see any of their clients starting to be onboarded themselves.
“It’s enabled us to save about 20 minutes per .”
Paula Nurse – Carpenter Box and Summa Tech
Paula Nurse, Client Service Director, at Carpenter Box, said, “We’ve been using Summa Tech’s onboarding software for a few years now. It’s been a lifesaver for how we operate. Before using this technology, we would have to manually onboard clients, which could be quite a task. You’d have various paper documents that were stored in different areas and need multiple checklists to make sure everything was done.”
The onboarding tool has provided a solution for better team communication by allowing employees to see how the process is progressing.
“Knowing where the team are with putting the onboarding documents together and the information that they’re waiting for and where they’ve got to, just makes it a whole lot easier with this software.”
The software has been a massive time saving for both the firm and its clients, helping to boost efficiency.
“Because everything is in one place, it speeds up our processes a lot, it can save me alone up to 2 hours of work per client”, said Paula.