Proactive guidance through your software lifecycle
Preferred Active Support is Finastra’s premium implementation, training and support model for Retail Lending customers desiring consistent high-touch support.
Partnering for success, every step of the way
Finastra’s Strategic Engagement Team provides a highly-collaborative relationship designed to ensure retail banks and credit unions in North America have the proactive support they need, when they need it, to optimize their business success.
There when you need us
Our expert US-based resources are available in alignment with your workday
Full spectrum support
Support encompasses both the Finastra software and service solutions you own including MortgagebotLOS and LaserPro and Originate
Optimized end-to-end experience
Personalized support for implementation, priority case management, system diagnostics, training, release management, and much more
Unparalleled value
Strategic Engagement is a subscription service that elevates your support experiences at an affordable low fee
Strategic Engagement enables banks and credit union get the most out of Finastra solutions
While our standard support model focuses on reactive troubleshooting and resolving issues as they arise, Strategic Engagement offers proactive solutions tailored to individual client needs, ensuring a seamless and customized experience. Strategic Engagement offers the best of both worlds, ensuring that organizations have access to the appropriate level of support at the precise time it is needed.
Build a foundation for success
Personalized support
- US-based support services
- Scheduled expert sessions
- Priority case management
Enablement
- Annual professional service hours
- Virtual training sessions
- Hands-on labs (Mortgagebot and LaserPro)
Proactive support
- System and configuration diagnostics
- Standard release management
- On-prem technical health checks
Strategic partnership
- Quarterly alignment sessions with Strategic Engagement Team lead and Account Executive
- Aligned mutual project timelines
A proven approach to your success
of Strategic Engagement customers experienced an improvement in first contact resolution (FCR)
of Strategic Engagement customers saw an improvement in their mean time to repair (MTTR), by an average of 6 days
of Strategic Engagement customers reduced the number of cases they have raised since go-live
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Firefighters First Credit Union increases system performance with Strategic Engagement
Solutions Used
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Beacon Credit Union enhances operational efficiency with Strategic Engagement
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Are you ready to take a proactive approach to your success?