Client Success Client Success


Client Success

Reach your Destination with Datafaction

Commitment to Ensure your Success

Our commitment to you is providing an exceptional experience from your initial engagement with our Account Management team to the continued support of our Client Services team. We are here to guide you through the complete onboarding process for your organization in the adoption of AgilLink.

The Onboarding Process

Datafaction focuses on every aspect of your journey. Our streamlined service is here to meet your unique goals and requirements. From migrating data at the onboarding stage to consultation and training of your teams, we are here to lead the way.

Services include:

  • Consultation on data setup or migration of Datafaction legacy data or a combination of both
  • Assisting with decisions in system design, approval/workflow implementation and administrative actions
  • Planning training sessions focused on the essential topics for each of your teams

Day-to-Day Support

We understand your priorities and we work to deliver the best results. Our Client Contact Center has expertise in the latest remote support technologies which allows us to offer seamless service for your accounting and online banking needs.

Services include:

  • Access to AgilLink subject matter experts
  • Coordination of requests to the proper team to respond to your needs
  • With a consultative approach, we can identify quick resolutions or if more in-depth examination is required

Leverage our more than 40 years of Experience

We work to ensure that you leverage every aspect of AgilLink to achieve the most value for your business. Our primary goal is to ensure your teams can thrive. We are available to share best practices offering resources designed for you.

Services include:

  • Software that can scale with your growing business needs
  • Recurring post-deployment AgilLink webinars, plus videos and knowledge articles
  • Real time feedback routing your ideas to our Product Team

Contact us to explore how we can help with your business decisions, streamline operations and allow you to provide superior services to your clients using AgilLink.  Get in touch with Datafaction today!