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Director of Customer Success - interVal
"Using interVal with my members has opened up many conversations about their long-term goals and gives us a tool to track their progress over time. By understanding the business on a deeper level, I can have more meaningful conversations with members at annual review meetings. interVal is an easy way for us to provide existing and prospective members with a tangible way to understand their overall business health."
“Our members were quickly able to start using and gaining value from interVal. Members have indicated that the platform is user-friendly and easy to navigate, with no involvement needed from their advisor during onboarding. This has allowed advisors to focus on outputs with members.”
“As a Relationship Manager and Coach, it’s my job to help our Libro business Owners succeed. When our Owners can use tools like interVal to help understand the impact of their daily decisions on their business, Libro’s role in their business journey becomes more impactful.”
"I found the experience with interVal arriving at Servus, so timely, particularly with two business members who had mentioned that succession planning or sale of business was becoming an item for which laying out a framework was becoming a priority. In preliminary discussions, I had asked what they felt the business would value at now, and if I could offer a platform that could confirm their thoughts, and would also give guidance on how they can maintain that value and even improve it with real time review and recommendations…wouldn’t that be a great start? In both cases, it was an enthusiastic YES! Since they have both signed up, I have been able to confirm that the interVal valuation was within a few hundred thousand dollars for both members, quite impressive for companies valued at millions of dollars. For my part, the ratio information that comes along with the reporting has been nice to include in my discussions, metrics, and review of the account. Adding another touch point with these members to show we are paying attention and always at the ready to provide feedback and recommendations based on these real time updates."
"After introducing my owners to the interVal platform, we’ve really been able to create a stronger, more meaningful relationship as this tool has helped us all understand the current state and discuss their future goals and how Libro can be a part of that growth. I’ve been able to better articulate their struggles and successes to help work towards achieving their end goals. We have all found the platform to be extremely user friendly and easy to understand as well. Would highly recommend!"