FAS Client Care Process Standards and Quality Metrics (14-page PDF document) Preview Image

The above is a limited preview. Register or login to unlock all preview images.

FAS Client Care Process Standards and Quality Metrics (PDF)

File Type: 14-page PDF document

$39.00

Add to Cart

BUY WITH CONFIDENCE

Immediate digital download upon purchase.

Lifetime document updates included with purchase.

Trusted by over 10,000+ organizations.

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.

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

OVERVIEW

File Type: PDF

(PDF)

File Size: 452.7 KB

Number of Pages: 14

Initial upload date (first version): Mar 23, 2020

Most recent version published: Mar 24, 2020

ABOUT THE AUTHOR

Author: Karen Reitor, Communique Productions Inc

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. [read more]

Ask the Author a Question

Must be logged in

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.

Read Customer Testimonials

"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 that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.

I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me.

Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current.

Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world."

– Roberto Pelliccia, Senior Executive in International Hospitality

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"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

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.

It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."

– Ed Kemmerling, Senior Lean Transformation Expert at PMG

"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy

"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 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

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 the additional documents to the right.

$615.00

Add Bundle & Save

Assoc Financial Advisor & Operations Manager Sample Improvement Goals

4-page PDF document

$20.00

Author:

Financial Advising "Soft Skills" Interviewing Instrument