Hernandez Financial

BACKGROUND

Briefly describe what your company does and your role there. 

My company helps people with their financial decisions and help them to go to their right path with money. My role there is to direct our workers to do the right thing.

OPPORTUNITY / CHALLENGE

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

Trying to find a competent reliable partner who has a vast majority of knowledge in Financial Advising & Planning

SOLUTION

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

The partner just helps with customers and payments, just an extra hand to help our work.

How many people does your company work with?

10+

How did you find this provider?

Referral

Why did you choose to work with them?

• Positive reviews and ratings
• Good value for cost
• Referred to me by a trusted source

RESULTS & FEEDBACK

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

The amount of happy customers and literal profit that we both receive ever since our partnership

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Project Management platform

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

No not really. There is quite little to nothing to change from what they have done.