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.

Financial Intermediary Service Quality EvaluationThe Financial Intermediary Service Quality Evaluation (FISQE) is an external measurement of pre-sale support to advisers through an ongoing evaluation of calls. Detailed monthly reports provide actionable information and include industry benchmarks.

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.