NANs
What does NAN stand for
What is: NEEDS ASSESSMENT NOTES
What is the third question on a NAN
What is: What financial products or services does the client hold at another financial institution?
What is the first question on a Business NAN
What is: Share the details about the client's business and their goal for the business
TRUE OR FALSE: PEARL will allow us to record our conversations and automate our recommenations
What is: FALSE
How many NANs since July 6th has the Kansas District completed?
What is: 71
When should you complete a NAN for a client
What is: When you have a valued added conversation and capture information relevant to remember for a client
At minimum: Every new account opening, CD renewal
TRUE OR FALSE: NANs only need to be completed for new account openings
What is: FALSE
What question on a Business NAN can be used to find merchant referrals
What is: Question 2. How does the business collect payments from it's clients
TRUE OR FALSE: PEARL will replace our current NANs
What is: FALSE
What is: 369
What can be utilized, regarding to NANs, to find client opportunities
What is: Key Word Search in the NAN Reporting Tool
TRUE OR FALSE: Consumer and Business NANs collect the same information
What is: FALSE
What 2 sections on a Business NAN can be used to capture information regarding business lending & credit opportunities
What is: Section 1 & 2
Section 1 - Share the details learned about the client's business and their goals for the business
Section 2 - How does the business pay its expenses
TRUE OR FALSE: PEARL will be best when we take our notes while the client is present with us
What is: TRUE
By generating just 6 additional sales per year with the help of PEARL what is the estimated annual impact
What is: 50 million
Where can you go to review all previous NANs prior to interacting with your client
What is: Needs Assessment Notes (NAN) Reporting Tool or in BEE Clients Profile
What important details about client's finances can improve the quality of a NAN beyond what is stated in the questions
What is: Balances & benefits of DDA's, Loans, CC's, etc. with other financial institutions
Which Business NAN question helps you trigger partner referrals
A) Details learned about the client's business and their goals for the business
B) How does the business collect payments from it's clients
C) How does the business pay its expenses
D) All of the above
What is: D) All of the above
What is the formula shared from the Midwest Huddle that talks about the benefits of using NAN/PEARL
What is:
Specific + Real Time Inputs =
Better Questions + Better Recommendations ____________________________________________ Increased Outcomes
What percentage of NANs completed had more than 1 product mentioned (combo) for the district
What is: 51%
What technique works best with NANs
What is: CEM
What section of the NAN can be used to capture information for wealth management referrals
What is: The third section (accounts at other institutions)
What is missing from a Business NAN that can help you ask better questions
A) Number of employees
B) Where is your business located
C) What does your business do
D) What is your number 1 expense
What is: C) What does your business do
How can PEARL help you reach your goals
What is: It will help connect the dots between what the client shares and what the next best conversation and/or recommendation may be
What is the Districts NAN/SSU percentage
What is: 19.24%