Presentation Management sponsored by

RISKONNECT

CUSTOMERCOMMUNITYCONNECTING WITH YOUR

RISKONNECT TEAM

Kelly Harbin | Director of Project Management

Agenda

What is the Riskonnect Community?

What are the benefits of the Community?

How do I access the Community?

Who can help me in the Community?

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What is the RiskonnectCustomer Community?

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First and Foremost, it’s a Portal into Riskonnect’s CRM

Phase 1● Cases● Support Hours Reporting● Education Material● Your Riskonnect Team Contact Info● RKUX Conversion Request Form

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What are the benefitsof the Community?

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Transparency Collaboration

Timely ResponseReal Time Info

Education

World Class Customer Service!

● Timely and transparent collaboration on your Client Services work

● Support Hours reporting on hand

● Education help when you need it

● Access to your Riskonnect team

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How do I get set upin the Community,

and who can help me?

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Your Account Manager!

- Next several weeks, you can expect a welcome email

- Look for time to meet for a refresher

- Bring your ideas and suggestions!

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How do I accessthe Community?

Coming Up Next:2:30 – 3:30: Sessions

● What’s New with Insights?CHANCELLOR 1ANALYTICS

● Third Party / Vendor Risk Management StrategyCHANCELLOR 2VENDOR RISK MANAGEMENT

● System Admin for BeginnersGRAND BALLROOM 1ADMINISTRATION

● Upgrading to RKUXGRAND BALLROOM 2New User Experience