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Sales Process & Quality Monitoring

Effective sales process and quality monitoring are essential for any financial services firm. At Thistle, we offer a comprehensive sales process review that covers everything from the latest emerging sales technologies to traditional face-to-face distribution.

We provide expert advice and support for full e-commerce and app-based processes, online sales journeys and high-volume and script-driven call centre telesales – as well as face-to-face client–adviser relationships.

Sales process support

We’ll work with your sales/adviser team to create or review sales processes for your business. This includes designing, reviewing or updating comprehensive written sales processes, complete with appropriate supporting documentation, including client terms and conditions, costs and commission disclosure, and demands and needs.

We can work with you to train compliant processes into supervisory, sales, and advisory staff. We can also help you create robust risk-based monitoring programmes, establishing benchmarks that generate consistent and meaningful MI.

Quality monitoring

We conduct file reviews and provide a call monitoring service on a ‘check the checker’ basis. As a third line of defence for your firm, we can also provide an outsourced monitoring service.

We’ll provide your board with executive summary and dashboard reporting, backed by full and detailed MI.

Let’s talk

If you’d like to know more about our sales process and quality monitoring services, please don’t hesitate to get in touch. You can reach us by filling out the contact form on the right, by emailing info@thistleinitiatives.co.uk, or by calling us now on 0207 436 0630.


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