Financial services and insurance contact centers face many unique challenges, from a tight regulatory/compliance environment, to complicated products to ever-increasing customer expectations. DALBAR’s Trends & Best Practices in Financial Services Contact Centers study is designed to help you thrive in this challenging environment by providing broad-based financial services and insurance specific benchmarks and best practices.
This study has been produced every two years since 2008, providing a significant amount of back data from which trends and best practices can be derived.
Topics covered include:
- COVID-19 Response
- CSR hiring, training and compensation
- Licensing
- Staffing models & offshore operations
- Consumer/advisor relations
- Technology
- Metrics
- Quality practices
- and more…
$4,990.00
Talk to us about how we can help you achieve your goals or customize an offering for your unique needs!