From our learnings of onboarding over 300 clients, IMS has developed a process to minimize the time and effort to onboard your data so you can get value from your investment in IMS as quickly as possible.
And don’t worry, you are not alone. Upon engaging with IMS, you will have a Customer Success Implementation Manager that will work closely with you and your team throughout the onboarding process.
Implementation Manager Assigned
Investor Site Styling and Subdomain Mapping (DNS)
Acquire and Upload Data and Documents
Platform Prepared For Launch
Waterfall Setup, Best Practices, and Other Training
Transition to Account Management/Support