Management procedures and guidelines for an effective operation and team management (headquarter/ branch/ division/ contact center).
The product includes:
 Organizational structure & job definitions
Management and supervision procedures
Customer Relationship Management procedures (sales & service management)
Investment advisement services management
Internal interfaces management procedures
Skill management
Measurement processes and control (KPI)
Direct channels management
Back-office processes
Outputs:
Effective operation and team management
Effective organizational structure for increased efficiency and reduced operational costs
Activity measurements including: operations, management, quality and productivity (KPI)
Effective back-office processes
Customer focused sales management procedures
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