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This workflow template illustrates the detection, investigation and resolution of trade errors, or exceptions, for retail (i.e., non-commercial/business) investors. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand Retail Trade Support processes.Download a Free Sample of this Workflow Template
What is included in the Retail Trade Support process?
The Retail Trade Support process involves coordination between retail investors, trade operations and support staff (middle/back office) and customer service team members to detect and resolve errors, or exception, related to trades. This process is triggered when a trade operations and support team member receives an error, or exception, related to a trade they are attempting to execute. The trade support team member then sends a list of all unresolved trade exceptions to the customer service group for investigation and resolution.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Retail Trade Support process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Retail Trade Support process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) file formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.