CEO Aaron Klein’s Product Keynote from the 2022 Fearless Investing Summit
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe.
Monster Spray
The Customer Care team at Riskalyze is up to any challenge, no matter how scary.
An advisor named Matthew recently reached out to us with a few questions about his account, and a fearless Riskalyzer named Scott was able to get him just what he needed. At the end of the conversation, Scott asked if there was anything else we could help with, and he was met with this response:
“I need help with multiple issues, all of which I don’t think you can help me out with! Like my 4-year-old refusing to sleep in her bed and keeping me up all night!”
Scott knew we had to step into action, and the legend of “Monster Spray” was born.
Scott
2:06 PM: Was there anything else I can help you with?Matthew
2:12 PM: I need help with multiple issues, all of which I don’t think you can help me out with!
2:13 PM: Like my 4-year-old refusing to sleep in her bed and keeping me up all night!Scott
2:13 PM: Is it nightmares or monsters? Have you tried monster spray?
2:15 PM: We had a spray bottle with “monster poison” (water) that we would let our daughter spray before bed or whenever she got scared.Matthew
2:17 PM: Jesus! That is brilliant!
2:18 PM: I guess I spoke too soon!
Halloween aside, investing can be a scary place for your clients, and we’re proud of the advisors who empower them to invest fearlessly. We’re honored to play a small part of your success, and we’ll strive every day to make sure you have everything you need to keep it up.
Monster spray included.
Looking to get in touch with our care team? We’re happy and ready to serve you via chat, email [email protected], or phone 530-748-1660 opt 1. We’d love to connect and we look forward to serving you!
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CEO Aaron Klein’s Product Keynote from the 2022 Fearless Investing Summit
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