Balanced Scorecard non-sales KPIs and Common Category 1 & 2 infractions form the basis in the design of shopper scenarios & checklist.
Definition of Additional Dimensions
Products, Advisor Competence, Customer Experience, Touch Points and Advisory Tools allow for a holistic evaluation.
Fieldwork and Quality Assurance
Tools and quality gates are embedded throughout the field work to ensure a high accuracy and minimize rework activities.
Automated transcription and analysis through technology-driven analysis ensure to optimize analysis outcomes.
Rollout and Reporting
Recommendations derived from the conducted analysis and help augment and improve advisory services.