Client Success

Meet our Client Success Team Leads

Photo of Jill Feiler

Jill Feiler

Chief Client Officer

Jill Feiler
Photo of Brian Willis

Brian Willis

Executive CSM

Brian Willis
Photo of Donna McKee

Donna McKee

Executive CSM

Donna McKee

Our Client Success team leads have 51 combined years of banking and technology customer support experience within the US financial system. They are highly personable and professional, and available to answer any question you may have.

A computer screen showing the demo of our platform

Our client success team can join your sales calls to demo to your prospects. 

Our comprehensive success model is built around the knowledge that we will succeed together. To this end, our client support team is just a call or email away for the duration of your engagement with ZSuite. This includes: 

  • Shared annual goal setting 
  • Internal product training  
  • Sales demo training (and refresher training as needed) 
  • Ride along sales demos  
  • Product and technical support from our US-based team
NPS Score of 100

We are committed to success

This is demonstrated with our 2023 NPS score of 100. Net Promoter Score is a simple one-question survey to our clients of “Would you recommend this product to a friend or family member?” our clients have emphatically said yes.

Client Success Zendesk pages

Client Success Center

You will also have access anytime to our Client Success Center, which includes User Guides, How To videos, FAQ’s and market insights for your targeted verticals.

Your customers can also access the ZEScrow Customer Support Center for User Guides and FAQ’s from their perspective, or you can make the information available a different way.

"First, you all have been so great to work with, and every client we've talked to before we signed and since we signed feels the same way. You're all so responsive, knowledgeable, and give us great guidance, so thank you so much!"
Project Manager

$2B Southern Bank

"Your Success and Support team is the best we have ever worked with. Not only are you all responsive but you are all so knowledgeable. You really know the products inside and out, and more importantly how our bank and our clients utilize the products for their everyday needs"
ZEscrow Customer

$2B Northeast Bank

Client Success FAQ

When do I meet my support team?

The implementation and support team work very closely together. The implementation team will provide prelaunch training support and you will meet your postlaunch support team after completing implementation.

What’s involved in training?

We will provide live training sessions on the platform specific to your institution. We have two versions – internal employee training and corporate partner training for anyone migrating or new to the platform. These are provided in tandem with your internal launch schedule and as your customers onboard. 

When can I access sales support?

Our client success team offers sales support and can be reached by email at any time during your normal business hours.

We have a self-serve calendar where you can book live demos with the client success team.

We also have two self-serve Support Centers through Zendesk: one where your employees can access training videos and other materials.

What kind of support collateral do you have to sell this?

We have print materials and messaging for you to use to sell the product. In addition we have a library of ongoing training materials on the different use cases, and a dedicated Client Success team who can join you for demos and trainings. 

How do I train my team on the product demo?

We provide remote training, training videos, and the option for our client success team to demo directly to your clients on an ongoing basis.

Request a Demo
Scroll