Our exclusive Employee Call Monitoring Assessment Template can be used by any customer facing business to effectively monitor employee call standards. Commonly used by firms authoirsed by the FCA to ensure that compliance with the rules is being adhered to. The template also includes checks on compliance with the TCF outcomes. In regulated or supervised firms, there are numerous requirements that must be included in calls to customers.
Integrate this customisable call monitoring template into your organisation to effectively monitor employee calls against set standards.
About the Employee Call Monitoring Assessment Template
This assessment template can be used to audit and assess calls which need to be monitored inline with regulatory and legal standards and requirements. The document covers hard and soft skills as well as adherence to GDPR/DPA and TCF principles.
Calls made or taken within a regulated industry must be monitored and reviewed for their adherence to laws, rules and regulatory guidance. Most supervisory authorities place a high importance on the monitoring of customer communication and ensuring that general ethical standards are being met. This template allows you to assess call skills and adherence to the rules and is customisable for including your own requirements.
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Customisable and available for instant download after payment. Includes:
- 8-page Employee Call Monitoring Assessment Template
- Call Opening
- Customer Verification
- Customisable Call Requirements
- Customer Needs
- Payment Informaiton
- Call Ending
If you operate in a business environment where employees take or make phone calls to customers about your products or services, you should be monitoring calls for adherence to legal, regulatory and contractual compliance.
This call monitoring template allows you to monitor employee calls using a set of pre-defined questions and criteria. The assessment checks include customer verification for ensuring that GDPR and data security are adhered to.
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About the Employee Call Monitoring Assessment Template
This assessment template can be used to audit and assess calls which need to be monitored inline with regulatory and legal standards and requirements. The document covers hard and soft skills as well as adherence to GDPR/DPA and TCF principles.
Calls made or taken within a regulated industry must be monitored and reviewed for their adherence to laws, rules and regulatory guidance. Most supervisory authorities place a high importance on the monitoring of customer communication and ensuring that general ethical standards are being met. This template allows you to assess call skills and adherence to the rules and is customisable for including your own requirements.
Customisable and available for instant download after payment. Includes:
- 8-page Employee Call Monitoring Assessment Template