Friday, September 15, 2023

Customer Portal for "Ask Finance" coming this October!

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In early October, UVAFinance's Solution Center (the "Ask Finance" team) will launch a customer-facing Salesforce portal that will allow our customers in UVA schools and units to keep track of the progress of their questions and concerns.

The construction of the portal and the "inside look" it offers into how customer cases are managed is the result of requests from multiple financial partners at UVA.  We're pleased to be at the point in our Solution Center's growth and development that we can now deliver to you!

When the portal is released, it will be accessible from the UVAFinance webpage.  Once customers launch it and log in, they will have the following capabilities:

  • tracking their previously submitted cases as they move through the system
  • making additional comments on their case or asking questions about it
  • finding other helpful articles related to their case
  • creating new cases via a submission form

Once the portal is live, the team will be tracking service level agreements (SLAs) so we can give our customers clearer ideas of when to expect responses and ensure that we meet target service levels.

Thank you for your partnership as we continue to make progress toward delivering exceptional service.  Watch this space and our other normal communications channels for further information about the Customer Portal as the launch draws nearer.


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1 comment

  1. This post was incredibly insightful! I appreciated how you broke down complex topics into easy-to-understand steps. Looking forward to more valuable content like this!
    Mortgage specialist Hamilton

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