Operator Assisted Conference Calls Case Study: CAIA

Submitted by: Ashley Speagle

The Chartered Alternative Investment Analyst Association (CAIA) is known as a world leader in alternative investment (AI) education, growing to 18 global chapters in 2014 and spreading awareness of their high standards of achievement for AI professionals.

However, global growth poses a challenge to the organization's mission for transparency, information sharing, engagement and communication. To connect global members, Chapter Relations Manager Heather Morales uses operator assisted conference calls for professional, quarterly calls with chapter members.

Conference calls provide a compelling medium for members to join the conversation, and PGi's seamless experience keeps the focus on the dialogue, not the technology, increasing attention and interaction.

To callers, the experience is simple, but PGi's hybrid audio conferencing experience is highly sophisticated. Total event management lets CAIA carefully prepare for these events and customize them for their needs.

PGi's operator assisted conference calls help CAIA support new growth and improve their existing membership service. With the aid of an operator, the Q&A is easy and organized, and post-event reporting and recordings help CAIA continue engagement.

“We’ve taken the calls to the next level. There’s that personal touch; it’s not just automated. Callers actually get to talk to somebody, and the operator checks back in with them. It helps a lot because they feel like they’re not forgotten on the line,”Heather Morales, Chapter Relations Manager