The Customer Servics Perspective for Financial Assessment Overview

Great financial customer service begins with people who are naturally inclined to serve others.

Increased competition in the financial industry has amplified the importance of providing great customer service. Your employees' attitudes and practices can determine customer loyalty, shape your firm's reputation and ultimately affect your profit or loss. So how do you ensure that your employees will be able to take care of your customers' needs?

Establishing a first-class customer service system is not difficult when you have the right tool. Profiles International’s Customer Service Profile™: Financial, an assessment specific to the financial industry, was scientifically developed as an effective tool for building a staff of exceptional employees.

The service your employees provide will be a key reason that customers develop long-term loyalty and recommend your products and services to others. In addition to helping you select employees with "be-of-service" attitudes, the Customer Service Profile™ establishes a comprehensive customer service perspective that will extend through your entire organization.

Using the standards typical for the financial industry as a guide, you will set your own customer service perspective and measure both employees and job candidates to see how they match your expectations. This serves as the basis for effective training and management.

The Customer Service Profile™ for Financial

  • helps build your firm’s reputation for exceptional customer service
  • helps retain your customers’ accounts
  • aids communication and prevents problems

The Service Your Employees Provide is Key to Customer Loyalty.


  • Individual's Customer Service Perspective
  • Individual's Behavioral Characteristics
  • Individual's Proficiencies

Learn more about how the Customer Service Profile system works.

Contact TABIC for pricing and more information on using Profiles Customer Service Profile for Financial to deliver extraordinary customer service.