Our Client’s Needs Recently one of our clients informed us that they were opening a customer call center. Their intent was to have a dedicated team start to handle inbound calls to ensure detailed tracking would flow back to the advisor. During initial conversations...
# Call Center
Accuzip Advisor AML Audit Automation Books and Records Call Center CIP CMRA Commissions Compensation Management Compliance CRM Data Aggregation Data Management Data Validation Direct Business DOL Rule DTCC FINRA GL Reporting Implementations LPL Management Reporting Mutual Funds New Features Operations Partnership Referrals Reporting Service Solutions third-party broker-dealer Trade Maintenance
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