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A White Glove Approach to Membership Services

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Signing a contract is just the beginning 

With most software platforms, the relationship begins and ends when you sign your contract. At Dakota, it's just the beginning. 

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Unmatched User Support

Our team is available to support your firm, day or night. 

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Robust Learning Library

Our Marketplace Academy library has everything you need to get started.

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Commitment to Innovation

We welcome feedback for continuous improvement.

MEET THE DAKOTA MEMBERSHIP SERVICES TEAM

Committed to your success

Learn more about the Dakota Membership Services team, and how they can support your firm as you build a relationship with Dakota.

Here for you every step of the way

  • A robust on-boarding process that ensures you have what you need to make the most of the platform

  • Daily office hours offered from 1:00 to 2:00 PM (EST) where you can connect with the team and get your questions answered in real time

  • Live Chat that allows you to reach the team about questions and challenges whenever you need

  • Customization calls that ensure your Marketplace instance is setup to serve you best

  • On-site trainings with the Membership Services team 
SCHEDULE An ON-SITE TRAINING

Get started with Marketplace Academy and learn all the tips, tricks, and best practices about Dakota Marketplace so you can smash your goals this season.

CHECKOUT MARKETPLACE ACADEMY
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Start making the
most of your membership

SCHEDULE AN ON-SITE TRAINING

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

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