Customer Success

Whether you’re a new customer or thinking about partnering with us, this page contains everything you need to know about your customer success journey at AutoRek

Customer success at AutoRek

You get a trusted business partner at every stage of your journey – from implementation, through to go-live, adoption and support.

Whether you use the solution every day or made the initial investment decision, we ensure you get the most out of your tool and our services.

You, the customer, are at the heart of our business. You’ll have your own dedicated Customer Success Manager (CSM) and gain access to a number of tools, training sessions and webinars to drive long-term ROI on your solution.

Onboarding and implementation

Your CSM will work alongside our delivery and consulting teams as we implement your solution.

We ensure they have a solid understanding of your solution configuration for a smooth transition to go-live.

Post-live engagement

Operational service reviews
Regular engagement with your users and operational teams to ensure optimal solution performance.

Quarter business reviews
A chance for executive sponsors and solution owners to benchmark the ROI of your AutoRek solution, with a focus on aligning strategic roadmaps for the upcoming year.

User groups
A series of events specifically for AutoRek users, providing valuable insights on how to make use of all the existing and new functionalities of our solutions.

AutoRek Customer Conference
An annual event for all stakeholders to come together for networking, leadership engagement and industry-focused knowledge sessions.

Change advisory board
Gives your leadership team the opportunity to engage with AutoRek’s product specialists. You’ll learn more about our product roadmap and influence the future development of solution features.

What you can expect from us

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Technical CSM

Our technical CSM will work with you to optimise solution performance. They’ll recommend operational best practices, provide user guidance and troubleshoot issues.

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Virtual Classrooms

Regular 60-minute webinars covering solution functionality and top tips on how to use them for maximum efficiency. These sessions are driven by customer requests and common themes raised by users.

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Training

We have a dedicated training team offering a range of “off-the-shelf” classroom learning sessions. These are usually for a maximum of six users, but bespoke sessions are available for each client.

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Product release webinars

Quarterly sessions with our Product Leadership team, walking you through the new features and functionalities of the latest product release.

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Application support

Our Application Support team complements the Customer Success team. They are a team of technically skilled professionals here to engage with you to troubleshoot problems or issues. You can access our Customer Portal here to raise a case and request assistance.

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Aegon logo
Bank of England logo
Lgim logo
Lloyds banking group logo
Nationwide logo
Royal London logo
Omnio logo
Freetrade logo
Lending works logo