Business Best Practices
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FAS Client Care Process Standards and Quality Metrics (PDF)
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$39.00
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HIGHLIGHTS
BENEFITS OF DOCUMENT
- Address issues where client care breaks down and take immediate action to resolve situations.
- Consistently communicate and enforce client care standards.
- Track and address when metrics are not met in a timely fashion to reduce impacts on clients.
DOCUMENT 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 [email protected] 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
ABOUT THE AUTHOR: KAREN REITOR, COMMUNIQUE PRODUCTIONS INC
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. [read more]
Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.
DETAILS
This business document is categorized under the function(s): Organization, Change, & HR Performance Management
It applies to Financial Advising Services
File Size: 452.7 KB
Number of Pages: 14
Related Topic(s): FAS Performance Management
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): Mar 23, 2020
Most recent version published: Mar 24, 2020
Financial Advising Services (FAS) Performance Management
$615.00
This bundle contains 26 additional documents.
