Getting Started

Onboarding And Client Service

At BasisCode, our passion for delivering a world-class experience is proudly reflected in an extraordinary 99.9% client retention rate. One of the reasons for this success is our customer-centric onboarding process that consistently sets a new bar in the RegTech space.

Simply put, we know that helping our clients leverage technology from a position of strength is paramount to their compliance management success. Here’s how we ensure that success:

  • Experience: We have team members who know the responsibilities CCOs have. Many have had similar responsibilities in investment firms and truly understand workflows and client challenges.
  • Perspective: Our deeply experienced team gets clients up and running on the platform quickly to accelerate the ROI they see from their RegTech investment.
  • Quality: Each onboarding session is tailored for each client, allowing for maximum efficiency and effectiveness. We build your compliance program together.
  • Agility: The best source of feedback and new feature/functionality suggestions comes from our clients. We listen, we respond and try to anticipate the future needs of our clients.

Throughout our collaboration, your BasisCode team offers refresher training, weekly Q&A sessions, ongoing webinars and 1:1 support that ensures your firm continuously receives maximum value from the BasisCode system.