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High-quality consultation services
The audits carried out by our experts highlight how well the processes defined by you are implemented overall. This enables you to boost the success of your sales team. We analyse both consultation processes and the tools with which your sales staff work. With our support, you will be able to guarantee that your consultants will cater to the specific needs of your customers. In professional discussions with your customers, your consultants will take into account the customer’s specific situation and therefore often be able to ascertain any additional needs. In this respect, qualified consultants can increase your turnover.
Our experts have experience in the following areas:
- Financial investment consultation
- Retirement provisions
- Holistic insurance and financial support
With our audits, we independently assess the quality of the consultation services provided by your different departments and branches. We therefore provide you with a realistic image of how consistently the guidelines set out by you are implemented in your organisation. The audits also give you a sense of security with regard to legal requirements, when it comes to selling funds, for example.
Following a successful audit, you will be awarded the TUVdotCOM certificate for tested consultation quality. This certificate is an effective and authentic marketing instrument for your company.