Benchmark Business Group

Service

 Articles on the delivery of products and services to clients in a way that meets or exceeds their expectations ensuring their risks and opportunities for risk
management are proactively managed for Financial Service Advisors, Sales Associates, and Service Associates.  Examples: Client Reviews, Cross Selling, Handling Claims, Servicing Clients, Handling Billing, etc.

To Cross Sell Is To Show You Care

Most professionals within the financial services industry genuinely care about their clients. It’s why they are in the business. Your business probably has checkpoints in place to ensure that your clients receive top-notch service and that nothing drops through the cracks. When you and your team care, if something did...
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Service Will Take Over

The financial services industry is a service-based business, which means service has a way of taking over the business. And we understand. Providing exceptional service is vital to your business. It’s why clients choose to do business with you and why they choose to stay, even when rates increase. There...
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Balancing Your Service Efforts

In the Financial Services industry, the division between sales and service is a fine line that is often blurred. Sometimes, the blurring of the line is an opportunity for the service team to sell. Although most of the time the blurring happens the other way. Service bleeds into the times...
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When Systems Work

Most small businesses pride themselves on customer service. In fact, when we talk to most financial services professionals they note that exceptional customer service is one element that sets their business apart from the competition.
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Transitioning Sales to Service

How much energy and momentum is in your transition from sales to service? The client transition from sales to service should be a seamless experience for your client, and an energizing one for your team. If the transition isn't well designed, clients can feel lost in the shuffle and your team will likely be inefficient.
 
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