LOMA’s Customer Service
Institute (CSI)

One Goal. One Solution. One
Source.
LOMA’s Customer Service Institute
(CSI) is your comprehensive source for products and services developed
to foster exceptional customer service in the financial services industry.
Why? Because a professional,
highly-trained team can make a positive impact on your customers’
perceptions and your company’s bottom line.
To ensure you have the best team supported
by the best practices, LOMA’s CSI has all the tools you need to hire,
train, and enable your employees to provide exceptional service to your
customers. It also empowers you to measure your company’s success with
customer service.
Hiring - Evaluate
candidates on critical skills and key competencies needed for success.
LOMASelect-Customer Service Suite
LOMASelect-Entry Level Suite
LOMASelect-Performance Management Suite
Training – Learn
from an array of financial services courses, industry designation
programs, conferences and other events designed to meet the professional
development needs of everyone from new employees to senior managers.
Education & Training
Meetings and Conferences
Evaluating – Measure
your service using several surveys and benchmarking tools, including
custom consultations, that allow you to measure everything from service
times to customer opinion and factors within your organization that drive
satisfaction.
For
More INformation
For more information, call 800-ASK-LOMA or e-mail
askloma@loma.org
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