Financial services are among some of the most scrutinized industries in the world. Data security is not to be taken lightly. However, to have the right Quality Assurance in place for a financial service, you need a very specific skill set. Call Criteria have QA agents explicitly trained for the financial sector.
Compliance and regulations are at the heart of the financial sector. Missing them or falling short of the requirements can lead to fines and even litigation.
Secure Financial Data
- Compliance Monitoring
- Data Security
- PCI Certified Agents
- Call Tagging
- Customer Acquisition
- Omnichannel Auditing
Top Missed Points In Finance
- Tax Authorization
- Filing Extensions
- Previous Loans
- Safe Sender
- Major Life Changes
Least Missed Points In Finance
- Rebuttals
- Good Attitude
- Avoid Interruptions
- Avoid misleading Statements
- Return Filing
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Contact Info
- 21781 Ventura Blvd #123 Woodland Hills, CA 91364
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