Customer Process Model

Transcript

1. Customer Process Model Raymond Choo, Senior Investment Advisor
2. Investment Consulting Process Attaining customer satisfaction is our top priority. We have developed a systematic approach to servicing our clients to ensure our customer service level remains at the our customer service level remains at the top. We treat you with integrity.
3. Initial meet & greet interview with Raymond – free financial analysis of your financial objectives and situations. Step 1 objectives and situations.
4. Second meeting to present the Investment Policy Statement along with recommended portfolio, opening of new accounts. Step 2 Step 2 portfolio, opening of new accounts.
5. Step 3 Step 3 Send out new client package; mailed out within 7 days within 7 days
6. Step 4 Step 4 Review meeting/following up call on our service level in 3 weeks from second service level in 3 weeks from second meeting
7. Step 5 Step 5 Ongoing support, and regular communication of our in-office announcements and financial articles (i.e. Solutions Magazine, reports) articles (i.e. Solutions Magazine, reports) (immediately added to mailing list once account is set up)
8. Quarterly review of meeting & rebalance of portfolio Step 6 Step 6 portfolio
9. Step 7 Step 7 Annual review
10. Ongoing support & returning calls, follow- ups by the end of the next business day. Step 8 Step 8 ups by the end of the next business day.
11. Raymond Choo, Senior Investment Advisor 3950 14th Avenue, Suite 106 3950 14th Avenue, Suite 106 Markham, ON L3R 0A9 1-877-RAY-3838 raymond.choo@holliswealth.com www.raychoo.com
12. HollisWealth is a trade name and division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Disclaimer Disclaimer Industry Regulatory Organization of Canada. ™ Trademark of The Bank of Nova Scotia, used under license.