THE CIRCADIAN HELPDESK

Bespoke support for your Intelliflo Office.

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The Circadian HelpdeskThe Circadian Helpdesk

Why the Helpdesk?

To establish and maintain an efficient, customer-centric IT helpdesk in the UK, delivering prompt, reliable technical support to intellifo office users, thereby enhancing productivity, minimising downtime, and fostering a culture of technological proficiency within the organisation.


The helpdesk service includes

Helpdesk services

Helpdesk features

 

Target Features

 

Service Description

 

Proactive Problem Management

 

Isolate problems, link it to existing or past incidents, perform root cause analysis of the timeline of events, and minimize disruptions to the business.

 

Real time helpdesk

 

A direct phone line and email address into the helpdesk team to be able to review your query and provide solutions in real time.

 

Deliver Hassle-free service

 

Focus on work that affects your bottom line and automate your processes. Get started instantly with a modern, intuitive helpdesk service.

 

Streamline Ticketing Process

 

An intuitive system for request submission, classification, and assignment. Automation for quick triaging, tickets assigned to appropriate personnel efficiently, ensuring transparent communication channels for status updates.

 

Experienced Consultants

 

Experience of working on the Intelliflo Office system, across a variety of different company structures. Combining expertise with empathy, a service that ensures clients feel valued, understood and confident in the support provided.

 

Multiple SLA Policies

 

Varied SLA policies tailored to different business hours and ticket categories to ensure timely resolution of tasks. This includes setting specific deadlines aligned with business needs and ticket priorities. Such customization optimizes efficiency, improves service delivery, and enhances overall customer satisfaction.

 

Professional and approachable

 

Expertise delivers with warmth and accessibility. It entails knowledgeable assistance presented in a friendly manner, fostering trust and ease of interaction.

 

Consultancy & configuration

We can also provide ad-hoc online training, consultancy and configuration to assist you with getting the best from your back-office system, areas including:

  • Fee Models
  • Compliance (file checking configuration), Lifecycles, Adviser Configuration and Risk
  • Dashboards / Widgets
  • Deletion Rights / User permissions
  • Integrations
  • Service Cases
  • Task Management
  • Workflows

How Circadian can help

In the early stages, we believe it is essential to take the time to fully understand your business. To us, that means listening, and learning about what makes your people and processes unique.

Our business is based around building great relationships so service is important. We believe that is built on prompt response times and we aim to over deliver all the time, every time.

Speak to Tim on 0845 4750 905 or email tim@circadian-rm.com

Our Services

Service Schedule

Helpdesk Service Schedule

Circadian service schedule for template financial planner firm.

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Service Schedule

Questions answered

For common questions answered please view our FAQs page or send us a message.

FAQS

Financial firms we support