Insider Secrets to Cutting Onboarding Time by 40%

Insider Secrets to Cutting Onboarding Time by 40%

Discover how one leading BPO transformed advisor onboarding with smarter, insight-led coaching—and reduced ramp-up time from 30 to just 18 days.

In our white paper we will discuss:

✅ Accelerate Time to Competency
Move beyond shadowing with real-time call analysis and advisor-level dashboards—live within 4 hours of activity.

✅ Pinpoint Struggles Early
Identify pain points like script hesitation or low sentiment by Day 2, not Week 4.

✅ Deliver Targeted Micro-Coaching
Replace weekly 30-minute reviews with laser-focused 10-minute sessions based on real interactions.

✅ Improve Advisor Experience
Boost Voice of the Advisor scores from 2.5 to 4.05 and increase advisor retention through data-led support.

✅ Drive Customer Sentiment
Lift Voice of the Customer scores from 2.0 to 4.02 by resolving issues faster and smarter.