Client Services

Prior to system go-live, BookRunner maps out a strategy for seamlessly transitioning of each client from oversight by the implementation team to receiving ongoing support from Client Services. Members from each team share knowledge about the client's business, system implementation and architecture, application configuration and parameter settings, as well as information on key contacts, any outstanding questions, and all other areas of interest to the client.

Like the implementation team, each member of Client Services is a certified company professional. Our firm establishes standardized levels of industry and product expertise for all of our employees. Our Certified Professionals have completed a comprehensive series of training and passed a rigorous peer-based review.

Relationship Management

Post-implementation, BookRunner Systems assigns a Relationship Manager to ensure long-term client satisfaction and continued system optimization. The Relationship Manager's first mission is to coordinate the transition by introducing the technical support group, describing the services provided, and answering any client questions. Going forward, the Relationship Manager is the client's liason, addressing questions and concerns beyond the scope of technical support, keeping clients informed and involved, and soliciting regular feedback.

Technical Support

BookRunner Systems Technical Support professionals have deep functional, technical, and securities industry experience, which allows them to provide timely and accurate resolutions to customer service requests. Support levels are designed to meet the needs and budget requirements of our customers; not only do we provide standard support during business hours, but we can also dispatch an engineer on-site who is dedicated to providing on-the-spot technical solutions.

Client Forums

BookRunner Systems sponsors and coordinates multiple client groups that serve as forums for customers to exchange ideas with us as well as with each other. Clients are encouraged to offer feedback by communicating directly with our Support Professionals, discussing and sharing industry perspectives and offering input on BookRunner products and service plans.