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A Premium Client Relationship Team

iLevel provides every client with the highest level of service and support - from requirements analysis, to configuration, deployment, training, and ongoing support.

The PCRS platform can be fully operational in weeks versus months due to the SaaS environment, standard Excel-based components and the private equity background of iLevel’s client relationship team. While many industry standard aspects of the product are fully configurable, we recognize that your data collection processes and analytical requirements are unique to your organization. iLevel has a highly-skilled team of business analysts and client relationship managers on hand to configure and implement the PCRS platform to meet your business objectives and align with your current technology and processes.

iLevel’s premier integration team makes conversion to a fully automated process painless. Our team works in partnership with your key personnel to:

  • Understand and configure the data sets you require
  • Establish consistency among data types in creating a configurable, central database comprised of all the forms of data you require
  • Set data quality rules to your specifications and thresholds
  • Define consistency and comparison rules to ensure the quality of your data is maintained
  • Configure reports to address your firm’s unique requirements
  • Fully train your internal stakeholders on all facets of PCRS to produce ad hoc reports, presentations and analyses
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