FAS Client Care Process Standards and Quality Metrics   14-page PDF document
$39.00

FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
Flevy is the marketplace for business best practices.
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image
Arrow   Click main image to view in full screen.

FAS Client Care Process Standards and Quality Metrics (PDF)

PDF document 14 Pages

$39.00

Add to Cart
  


Immediate download
Editable with PDF editor
Free lifetime updates

BENEFITS OF THIS PDF DOCUMENT

  1. Address issues where client care breaks down and take immediate action to resolve situations.
  2. Consistently communicate and enforce client care standards.
  3. Track and address when metrics are not met in a timely fashion to reduce impacts on clients.

FAS PERFORMANCE MANAGEMENT PDF DESCRIPTION

This product (FAS Client Care Process Standards and Quality Metrics) is a 14-page PDF document, which you can download immediately upon purchase.

This reference lists services provided, potential issues requiring troubleshooting and detailed quality standards and metrics for the following:

•  Calendar Management
•  Interaction Preparation (Case Work/Financial Plan)
•  Client Interaction (Meeting, Call, Web-Enabled Session)
•  Interaction Outcomes Review
•  Business Processing and Tracking

Numerous specific actions are provided for monitoring and managing outcomes, particularly as they relate to tasks directly impacting clients. The intents are to establish a culture of quality and offer specific guidance for continuous improvement.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in FAS Performance Management PDF: FAS Client Care Process Standards and Quality Metrics PDF (PDF) Document, Karen Reitor, Communique Productions Inc


$39.00

Add to Cart
  

ABOUT THE AUTHOR

Additional documents from author: 85

Since 1985, Communique Productions has worked with over 175 clients and completed over 3000 talent development and management consulting projects. Karen Reitor, President and Founder, is a Certified Management Consultant and a Certified Professional in Learning and Performance. Communique is an Accredited Provider certified by the International Association of Continuing Education and Training ... [read more]

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Bundle and save! You can save up to % with bundles!

View bundle(s)




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab





Read Customer Testimonials

 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.

The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision."

– Dennis Gershowitz, Principal at DG Associates
 
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting
 
"Flevy.com has proven to be an invaluable resource library to our Independent Management Consultancy, supporting and enabling us to better serve our enterprise clients.

The value derived from our [FlevyPro] subscription in terms of the business it has helped to gain far exceeds the investment made, making a subscription a no-brainer for any growing consultancy – or in-house strategy team."

– Dean Carlton, Chief Transformation Officer, Global Village Transformations Pty Ltd.
 
"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for "

– Jim Schoen, Principal at FRC Group
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World




Save with Bundles

This document is available as part of the following discounted bundle(s):

Save %!
Financial Advising Services (FAS) Performance Management

This bundle contains 27 total documents. See all the documents to the right.

$615.00


Add Bundle & Save



Customers Also Like These Documents

Related Management Topics


FAS Performance Management Coaching



Your Recently Viewed Documents
Receive our FREE Primer on Lean Management

This 32-page presentation from Operational Excellence Consulting explains the Lean Management philosophy, based on the Toyota Production System (TPS). Learn to eliminate waste.