Customer Satisfaction

The following 75 items are listed by Content Data.
Guides

Interview Essentials Guide

This tool contains two guides management can use to understand the essential components of the interview process and to ...
Mon, Feb 19, 2024
Policies & Procedures

Order Management Policy

This sample policy outlines procedures to be followed by the customer service team when processing orders.
Mon, Feb 19, 2024
Policies & Procedures

Non-Standard Terms Policy

This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
Mon, Feb 12, 2024
Articles

Ten Things Foreign Financial Institutions Should Know About Executive Order 14114

This whitepaper is intended to provide a high-level overview of President Biden’s latest Executive Order.
Mon, Feb 12, 2024
Articles

Dwolla CEO: Open Banking, Embedded Finance to Transform the User Experience

Dwolla CEO Dave Glaser and Protiviti’s Nathan Hilt discuss how emerging technologies and the new infrastructure that eme...
Mon, Feb 5, 2024
Articles

J.P. Morgan Global Executive: With ISO 20022, a “Generational Change” Is Coming in Payments

Read this conversation between Protiviti’s Naveen Shankar and J.P. Morgan Payment’s Ciaran Byrne about ISO 20022 and an ...
Mon, Jan 22, 2024
Articles

What Is Digital Transformation?

Businesses can arm themselves with the capability to fully digitize, transform and grow their organizations with these t...
Mon, Jan 22, 2024
Performer Profiles

Westpac Group: Refocusing for Relevance

Scott Kieran, Westpac Group’s Chief Audit Executive, discusses how his team has become a well-run, more technology-enabl...
Mon, Dec 11, 2023
Checklists & Questionnaires

Internal Audit Feedback Questionnaire

This tool includes 10 sample questionnaires that can be used by internal audit functions to gather client feedback and m...
Mon, Nov 6, 2023
Policies & Procedures

Customer Credit Policy

The guidelines in this policy can be used to establish customer credit limits, the credit hold and release process, and ...
Mon, Oct 30, 2023
Articles

The Digital Currency Revolution Is Upon Us. Only the Global Economy Is at Stake

Governments are eager to position themselves for the next stage of the digital revolution in financial services by issui...
Mon, Oct 30, 2023
Articles

The Future Is Digital but Fraud, Volatility Could Cripple Crypto, Says Allianz Trade Executive

Allianz Trade Head of Digital Partnerships Aaron Lindstrom and Protiviti’s Joe Kornik discuss the end of cash, digital p...
Mon, Oct 23, 2023