THE FREQUENT FILTER
The Customer Isn't Always Right
I know, I know, who am I to say something so outrageous like that? I implore you, however, to give me a chance to explain. It will all make sense in due time. To start, my question to you is simple. Have you ever thought about what customer service actually is?
Oxford defines customer service as “the help and advice that a company gives people who buy or use its products or services.” That is the technical definition, but what does that look like when implemented?
We tend to look at customer service through the lens of “I get what I want, how I want it.” Granted, in the context of retail or food service that usually makes sense. But how does that work in a service industry that isn’t necessarily about you? One that involves strict times lines, governmentally enforced laws and complex procedures.
Still think the customer is always right?
The work that we do, is massively more complex than someone making your burger or recommending the right clothing trend. That is where genuine customer service comes into play.
Genuine customer service is being a reliable partner to clients, understanding the task at hand and using a specific expertise to get that task complete. No one likes a “yes” man. Someone who is always telling you what you want to hear regardless of the consequences that your actions might have.
YOU DO NOT WANT A SIMILAR CUSTOMER SERVICE EXPERIENCE.
why?
Because when the SEC reviews your documents, I can guarantee they won’t just accept anything submitted. So why surround yourself with people who would enable you to be in that position?
Business Development Director for EdgarAgents, and all-around great dude Salvatore Migliorsi says that customer service is “being the crucial link between complex regulatory requirements and our client’s success. It’s about ensuring accuracy, efficiency, and clarity in every SEC filing”.
Client success is at the core of a great customer service experience, and here at EdgarAgents we preach that message every day.
How We Support You
- Always Available - We are open 24/7 365 (366 if we count leap years). This means that we are always available to talk you through your needs. If you wake up in the middle of the night, anxious about a specific filing, give us a call. I promise you we will be there to ease the stress.
- High-level Organization - A fluid way of organizing your documents. Part of our customer service is keeping your job organized. Emails, edits, questions, instructions. We keep track of everything, so in the off-chance you forget something, EA will remind you.
- Industry Expertise - We use our expertise in the industry to guide you down the right path. Missing a signature? Missing a date? Missing an exhibit? Did the SEC change a filing rule? We pay attention to all of it and inform you long before you give your approval to file. Lord knows we all hate the anxiety of a last second filing. This way you are prepared, and ready to go ahead of time.

David Jackson
Assistant Manager - Typeset
David Jackson has 5+ years of experience in the Financial Services industry and is currently the Assistant Manager of Typeset at EdgarAgents. He’s a die-hard Knicks fan who thinks a championship is right around the corner. He clearly also believes in miracles.


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