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Our customer service skills and policies come from our experience in servicing private investors in the financial arena. When it comes to the financial services industry, it’s hard to beat the strength of our partner, Wells-Fargo, who administers our FDIC insured trust.
Your clients will find a friendly and knowledgeable person on the line when they call our toll-free number – not an irritating phone tree.
Our online portals offer, not only 24/7 real-time view of their account transactions but a secure communications tool for questions, answers, comments and history. We make their communication with us and their DS companies simple and stress-free. We take our privacy policies quite seriously so companies and their clients can feel secure doing business with us.
Our services are the most competitive in the industry which will certainly appeal to your clients. Low set-up charges and low monthly fees are what they can expect from our company. We do not have a lot of additional, hidden, service charges. We do not charge fees for "premium" deposits like payment by phone or fax and we never charge fees for disbursing their funds or accepting additional deposits into their account. A low NSF fee of $5.00 is about the only additional charge they will ever experience.
We know that client retention is a big concern among within the industry. It takes a real commitment for clients to complete a successful program. Every encouragement or contact can make a difference in their desire to become debt-free. For that reason, we offer all of your clients a monthly newsletter with tips and encouragement. This is unbranded, as we are not debt counselors. We do think however, that it is a way to help our clients and yours to have a successful outcome. This service is free to you and you can opt out if you prefer.
We are very proud of our service and history. Secure Account service is ready to serve your clients. You can feel good about entrusting them to us.
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