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CRM

We’ve all gotten used to pressing “1” for one type of service or “2” for another connection only to discover we can’t get an electronic answer to our specific question. When you call a Computershare Governance Services (CGS) Client Relationship Manager (CRM), you get a real person who knows you, your account, and your requirements.   This trained professional can provide actual guidance when handling your questions.  That’s what “relationship” is all about.

Your CRM can walk you through your implementation, answer questions, and give directions. But beyond simply offering customer care and support, your CRM will learn to anticipate your needs.  As you add entities, locations, or change executives and directors, your CRM will show you how to capture the changes for efficient data control and customize fields and components to make the application fit your specifics.

You’ll be assigned a CRM at the start of your CGS relationship. The CRM will be your primary point-of contact and will also show you how to use “Solutions Central,“ our client-only Web site.  The site includes ‘Find Answers,’ a self-service system for FAQ’s; a profile of your account (maintenance, contacts, fee information, etc.); industry & product alerts; along with downloadable copies of important documents.  But “relationship” is a two-way street.  CRMs depend on you to provide feedback that can help us improve our product and services to enhance the CGS solution in response to evolving subsidiary governance.

So, whether you want to know how to use the software more effectively, alter organizational charts, convert your data from a previous system, or simply troubleshoot a technical issue, your CRM will be your guide.

Benefits

• Handles all communications with your organization

• Troubleshoots problems, answers day-to-day questions

• Establishes a process for new releases and updates

• Familiarizes you with Solutions Central, our 24-hour client-only Web site

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