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Este servicio ofrece atención telefónica y recepción de canal web de sus pedidos u órdenes.
Nuestras teleoperadoras atenderán las llamadas de sus clientes haciendo uso de su marca y el perfil de su empresa, transmitiendo sus valores y cultura empresarial, así como fortaleciendo su posicionamiento en el mercado y la fidelización de sus clientes, generando la percepción de haber sido atendido directamente por su empresa.
Una vez tomado el pedido u orden, éste será transmitido en tiempo real a su sucursal para que pueda ser procesado por el encargado de atención o delivery y continúe con el flujo natural de preparación, despacho y entrega, los cuales son operados directamente por la empresa contratante utilizando su propio equipo de trabajo.
A personalized service
Every investment strategy begins with a detailed checklist. We ask you about your investment history and experience, your short and long-term goals. Also we will touch on how you see your retirement options, and the which risks you feel ok with taking. We do that to tailor your investment plan as closely to your needs as possible. Everything else is built up on these insights. It lets us develop a diversified portfolio that’s aligned with your financial objectives as closely as possible.
Beneficios
- Atención personalizada y desde una plataforma Online para tus pedidos y órdenes.
- Transmisión de órdenes en tiempo real.
- Teleoperadoras con amplia experiencia en servicio al cliente.
Holistic Approach
The most fundamental of all our work principles is that if the client is happy, then we’re too. This is ensured by the fact that we offer whole range of fiscal consulting – staring with taxes and accounting, all the way to investment opportunities and retirement planning!
Long History
Since the times former Wall Street expert John Steven Levegerie and his fellow investment market colleagues decided to quot their respective firms in order to form their own, we’ve grown in so many remarkable and expertise-wise ways!
Reasonable Fees
While we do work with the world’s and nation’s richest companies across the aisle here in New York and on Wall Street, we never mismanage their trust in us. Meaning, all of our pricing and service fees are reasonable, just and dictated by the revenue we bring in!