Managing member and public inquiries by email, web and phone

Created by Tim Atkinson, Modified on Tue, 31 Oct 2017 at 12:25 PM by Tim Atkinson

Inquiries come into NYSVMS though three key routes:

  • Email - Staff@nysvms.org
  • Phone 
  • Web form


They cover issues which include:

  • Password reset
  • CE certificates
  • Regional support
  • Questions that can be quickly answered - under 3 minutes
  • More complex questions - often involving legal or regulatory issues, or CFA policy positions


How to direct inquiries


Email    
Phone    
Web form
Password reset
Sara

Sara
Jen
CE certificates and related questions

Sara

Sara
Redirect to Sara
Regional support
Sara
Sara
Redirect to Sara
Quick answers  - under 3 minutes    
Sara
Sara
Jen
More complex questions - often involving legal or regulatory issues, or CFA policy positions
Forward to:
Membersupport@nysvms.freshdesk.com
Create form at:
http://publicsupport.nysvms.org/support/home
Jen

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