Coretelligent

BACKGROUND

Briefly describe what your company does and your role there. 

My company helps customers with financial assistance. My Role is to advise the customer.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

To find a company that has great reviews and skills to help with financial planning. And to find a trusted company.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

To manage and help with the advising part of the planning and the help other coworker do so to be more skilled at the task at hand.

How many people does your company work with?

6-10

How did you find this provider?

Online search

Why did you choose to work with them?

• Positive reviews and ratings
• Pricing fits our budget
• Good value for cost
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

When we see the ratings of the company go up. We know that the partnership is working.

How does your team communicate with this service provider?

• Virtual Meetings
• Phone calls
• Email or Messaging App
• Project Management platform

Are there any areas for improvement or something this service provider could have done differently?

Nothing that the service provider could have done differently.