Sales Desk Evaluation Program - Inbound and Outbound Calls The Sales Desk Evaluation program monitors and evaluates inbound and outbound sales desk call activity between your internal wholesalers and the advisors selling your products. The program evaluates the internals ability to meet the advisor’s needs as well as their efforts to advance the sale by providing an exceptional consultative sales experience to advisors.

Sales Desk Management Practices ReportA report highlighting current industry practices in the areas of compensation, functions, methods of monitoring & evaluation, e-wholesaling, training and career paths.

Advisory Board: Sales DeskA forum which brings together sales desk managers to work together in uncovering innovations to keep the sales desk competitive, productive and cost effective.

Recognition for Excellence ProgramA range of programs providing third party recognition for the high quality service delivery. Firms that achieve excellence are able to promote their success story.

Adviser Loyalty Assessment SurveysThe Adviser Loyalty Assessment is a survey which identifies the health of the relationship between a firm and its advisers, with the intent of gauging future behavior.

Opinion SurveysAllow firms to isolate a particular interaction, and gain feedback without clouding that feedback with past experiences with the firm.