Mobile Enrollment
This is the first step required before any mobile incentive credit can be earned
"What is Enrollment?"
The prospect can open the account after the first qualified logon and still receive activation credit.
"What is False?"
Why: The Prospect Party ID must become a Client Party ID before the qualified first logon.
The client must reach this page for the First Logon to qualify.
"What is the Account Overview page?"
This is the quality solution code (revenue) for a Mobile Activation
"What is 120?"
How many steps are required for a quality activation?
Enrollment, First Logon, Second Logon
Signing in through the full desktop version of BankofAmerica.com on a phone counts for mobile incentive credit.
"What is False?"
The first logon can occur on the same day as the engagement event if the prospect converts to a client that day.
"What is True?"
This checkbox must be selected for the enrollment event to occur.
"What is the 'Discussed Mobile Banking' checkbox?"
"What is False?"
How often can a Digital ID receive incentive credit?
A: Once every 365 days
Mobile Activation is considered this type of event.
"What is a compensable event?"
A Consumer Prospect Activation will not qualify unless this action is completed before the Prospect Party ID converts to a Client Party ID.
"What is placing Discover Helpful Features or Helpful Business Features into the prospect's Saved Items List?"
A client must never have done this before to qualify for Existing OLB Client Mobile Activation.
"What is enrolled in Mobile Banking?"
For every $1,000 in DBG generated from Mobile Activations, an employee earns this amount.
"What is $12?"
How long after the First Logon must the Second Logon occur?
A: At least 1 day later
The first logon must occur within this many days of enrollment.
"What is 7 days?"
A prospect creates a Digital ID and Password but already has a Party ID on file. Is this considered a qualifying Consumer Prospect Activation?
"What is No?"
Why: A consumer prospect must have no existing Party ID on file.
The client already has Online Banking, has never used Mobile Banking, and the associate checks "Discussed Mobile Banking" this is a mobile enrollment.
A teammate completed 10 quality Mobile Activations generating $10,000 in DBG. What is the compensable amount?
"What is $120?"
Calculation: $12 × 10
What defines a Consumer Prospect?
A consumer with no existing Party ID on file
The second logon must occur within this many days of enrollment.
"What is within 61 days?"
A prospect receives Discover Helpful Features on October 1, opens the account on October 3, completes the first logon on December 5, and the second logon on December 7. Does it qualify?
"What is No?"
Why: The first logon occurred outside the 60-day window from the engagement event
A client must already have this before an employee can receive credit for Mobile Activation.
What is a Digital Online ID?"
A teammate enrolls 25 consumer clients in a month, but only 18 clients complete the second logon and activate. What is the missed revenue opportunity?
"What is $840?"
Must the Prospect Party ID convert to a Client Party ID before the First Logon?
Yes