Coaching Consulting Finance Scripts 
Callminer
FEBRUARY 4, 2021
Adrian Travis is the Founder and President of Trindent Consulting. Doing so ensures clients can still avail of the company’s services without fully draining their finances. Carol Tompkins is the Business Development Consultant at AccountsPortal. In a world of finance, many customers will be needing help in a difficult time.
Callminer
AUGUST 1, 2017
Make onboarding & ongoing coaching as stellar as possible. James Pollard is a marketing consultant who works specifically with financial advisors over at The Advisor Coach. If someone is making a mistake for two months waiting for his/her quarterly coaching session, thousands of dollars can be lost. James Pollard.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Vistio
JUNE 10, 2022
I’ve been in the contact center consulting space for almost my entire career, which is now, I hate to say it, about 30 years. I started actually by starting up a couple of consulting practices for two major BPOs, which would be Sitel and Convergys. First of all, thanks for having me. Really looking forward to this.
Tethr
JULY 11, 2019
No scripts, no rigid quality assurance checklists, no handle time clock hanging over the reps’ heads. Lutron’s contact centers feel less like the “factory floor” model you see in most companies and more like a knowledge work environment similar to what you’d see in a marketing, finance or engineering department.
ChurnZero
MARCH 20, 2020
As Morgan explains , “You might not have a degree in IT or finance, but you need to know how to speak their languages so you can work together to create a unified, customer-centric strategy.” Customer Success software centralizes data from disparate systems like CRM, support, usage, chat, email, NPS, and finance platforms.
NobelBiz
JULY 25, 2023
Meet the renowned Contact Center Coach, Michael Tamer, also a training expert, CEO at Proponisi, and an accomplished author. We’re thrilled to have him as our special guest on the show, where we delve into the world of training and coaching. Discover how AI integration influences agents and the age of anti-script.
JustCall
DECEMBER 1, 2022
The total time a consultant works on ACW is called “closing time,” although the client is not involved in this phase. According to the International Finance Corporation, ACW should take approximately 6 minutes to complete post-call formalities after each customer interaction. Consultant Behavior. Updating colleagues.
Expert insights. Personalized for you.
345 
Let's personalize your content