Get the most out of Wishlife with product training, assisted on-boarding and technical guidance.
We're here to help.
Wishlife University is designed for new customers to get the most out of the Wishlife platform. An implementation Specialist will provide you with in-depth product training, technical guidance to properly configure Wishlife, and hands-on assistance in on-boarding your clients.
What's included?
  • Dedicated support from an Implementation Specialist.
  • Dedicated support from a Customer Success Manager.
  • Development of a Co-Branded Wishlife instance with your firm’s branding.
  • In-depth product training.
  • Assistance customizing and tailoring the platform to fit your process.
  • Registration of all clients on the platform.
  • Hands on assistance onboarding up to 3 of your clients.
  • Marketing and support materials including scripts, emails and videos.
  • Ongoing webinars that highlight product features and best practices.
How it works
A proven process that drives engagement.
Firm Onboarding
  • Train your team
  • Build co-branded instance
  • Customize client experience
  • Client Onboarding
  • Introduce Wishlife to clients
  • Intuitive self-guided onboarding
  • Support from the Wishlife team
  • Ongoing Engagement
  • Engagement emails
  • Client insights via reporting
  • Incorporate insights into client interactions
  • Enroll in Wishlife University
    Find out how you can offer Wishlife to your clients today.
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