Benchmarking Investment Call Center Performance

Financial institutions are looking to investment call centers to serve clients that do not warrant a traditional across-the-desk advisor. 

Benchmarking Investment Call Center Performance

But where do they turn for basic information to create a successful business model, including:

  • How many clients can a call center advisor serve? How much assets?
  • How much revenue should you expect a call center advisor to produce?
  • Who makes a successful call center advisor? Where do you find them?
  • What is the going compensation rate? Successful compensation models?
  • How do you integrate an investment call center into your other financial advice delivery models?

For answers to these and other issues in building and managing an investment call center, we turned to a few dozen pioneering firms that already have invested in this business model.


Sponsorship fee: $25,000