Navigating Customer Complaints With Jarrett Jacobs and Debi Lucke

About this episode

The episode discusses approaches to navigating customer complaints in the financial services industry.

In this episode of the BISA Portfolio Podcast, BISA Regulatory & Compliance Education Committee member Connie Capco of Northern Trust Securities talks with Jarret Jacobs of Fifth Third Securities and Debi Lucke of Ameriprise Financial Services about their approaches to navigating the world of customer complaints. They discuss the fine line between a simple service issue and a formal complaint, the importance of effective complaint management systems and the potential regulatory implicatio...

People in this episode

Host: Connie Capco

Guests: Jarrett Jacobs, Debi Lucke

Topics covered

• customer complaints
• complaint management
• regulatory implications
• service issues
• financial services

Keywords

• customer complaints
• complaint management systems
• regulatory implications
• service issues
• financial services

Mentioned in this episode

Organizations: Northern Trust Securities, Fifth Third Securities, Ameriprise Financial Services

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