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4.0 out of 5.0 (1 ratings)

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  • 4 out of 5.0, Reviewed

    Product(s): E*Trade

    Great tool, but no hard to find one persona that understands all of the complex reports

    Overall Comment

    Great customer service, but not very personalized at time when you are unable to get a hold of your customer service rep.

    What one piece of advice would you give other prospective customers?

    Ensure you have at least 2 people that fully understand the reports that are utilized and relied upon.

    What do you like most about the product or service?

    Being able to access data on our own.

    What do you dislike most about the product?

    It is difficult to find a customer service representative that fully understands certain reports that are relied upon for reporting purposes. And, someone that understands the formulas or logic behind why a report is calculating data a particular way. The report reference guide is helpful, but often times you need an individual to help speak to it in layman's terms.

    What one thing do you wish the vendor did differently?

    Provide reporting for deferred tax assets that are not charged for as additional consulting fees.

    If you could start over, what would your organization do differently?

    No, other than push more on the impact of certain settings in the system and best practices for maintaining the data integrity.

    Integration & Deployment - Overall comment

    too many years ago to rate.


Ratings Overview

1 2 3 4 5
Section
1

Evaluation & Contracting

Overall rating of product evaluation and contract negotiation

(1)
3.0

Timely and complete response to product questions

(1)
2.0

Pricing and contract flexibility (pricing and terms)

(1)
3.0
1 2 3 4 5
Section
1

Integration & Deployment

Section
1

Service & Support

Did you purchase a support package from the vendor?

I’m unsure


Was the support package worth it?


Timeliness of vendor's response

(1)
3.0

Quality of technical support

(1)
2.0
Section
1

Product Capabilities

Reporting

(1)
4.0

Solution Delivery and Ongoing Support

(1)
2.0
Section
1

Additional Context

In which region(s) did your deployment take place? Multiple responses allowed.

North America