Due to the complex nature of financial management, many people seek financial assistance from financial professionals. For example, during tax season, many people seek assistance in understanding and/or filing their tax returns. People may also seek financial assistance relating to their banking accounts, credit cards, investments (e.g., stock portfolios, bonds, 401(k) accounts, etc.), insurance claims, or any other similar type of financial matter.
One common method of providing financial assistance involves establishing a “brick-and-mortar” office where customers (i.e., people seeking financial assistance) meet face-to-face with financial professionals. This method requires that the office be in geographic proximity to the customers, and that a sufficient number of financial professionals be present in the office to meet customer demand.
Another common method of providing financial assistance involves establishing a financial assistance call center, where a switchboard routes customer phone calls to financial professionals stationed in the call center. As above, this method also requires that a sufficient number financial professionals be physically located at the call center to answer incoming phone calls from customers.