From our learnings of onboarding over 150 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 Manager that will work closely with you and your team throughout the onboarding process. We call this process “Contract-to-Close”.
Customer Success and Data Analyst Assigned
Investor Site Styling and Subdomain Mapping (DNS)
Acquire and Upload Data and Documents
Platform Goes Hard
Project Plan For Any Additional Data Loads
Best Practices, Waterfall Setup And Other Training