Financial Services
Your account file, at the Juneau office
Dana at MOLLY VENTURES INC texts existing clients when their account file is open and ready to finish, or when a page in it needs a call.
Approach
How we work
File open and ready
Dana texts when your account file is open on her desk and everything in it can be finished today. Call the number in the message when you are free.
Paperwork received
When documents you sent arrive at the Juneau office, the text confirms they are in the file and says whether anything else, such as an ID copy, is still needed.
Review appointment
If a review appointment is set at the Juneau office, the text gives the day and time and the number to call to move it.