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Case Studies
Top 5 Securities Firm — Fortune 50 Company
The front-line staff of this Top 5 Securities Firm (a Fortune 50 Company) was spending too much time tracking and consolidating performance results. Given the highly leveraged work of the firm's financial advisors, every minute of the advisors' time was invaluable. The company implemented Merced Performance Suite, integrating with WFM, IVR, ACDs, and 3rd party quality assessment systems to provide daily performance results to its front-line. Using Merced's integrated workflow, this operation tracks all call monitoring results within the Merced Performance Suite, eliminating a cumbersome, pre-existing tracking system.
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