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Some people call because they’re just getting used to the account and then we get questions about tax harvesting and people really diving into their goals.” “In fact, you could argue that service is even more important with a company like Betterment.
But looks can be deceiving, says Jon Stein, CEO of Betterment from his loft-style offices in the Flatiron District who says that he has made phone etiquette a very hands-on pet project of his all along — requiring everyone in the company to log hours in that role, especially him.“I answer phone calls and emails from customers more often because I like to keep in touch with customers,” he says.
“We have a broad range of customers from those who are just starting out to those who are multi-millionaires.
If you really want the dirt on potential suitors, business partners and tenants, you have to dig deeper.
Services that conduct background checks say they can find everything from a subject's prior addresses to credit-card use and even criminal records.
Y.-based publication were self-conscious about its predictability in choosing brand names that are associated with happy customers, it also chose a company — Betterment Inc.
— that we presume has human customer service as an afterthought.
Robo out-humans advisors seems to fit that category.
Of course, you could argue that Betterment cheated in one sense — by using humans to beat humans, even conscripting its CEO Jon Stein, a CFA, for the task.
We tested four Web-based background-check services, Intelius, Info Registry, US Search, and Net Detective, to see what they could tell us about our chosen subject, a 50-year-old medical technician in Washington state who agreed to review...
Brooke’s Note: The bad news is that Consumer Reports quite literally doesn’t know what it is rating here.
In its September 2015 issue, Consumer Reports names five firms as tops in “brokerage” customer service.
Four of the firms are unsurprising winners — Charles Schwab & Co., T Rowe Price, USAA and Vanguard Group But as if the Yonkers, N.