WSJ/Barron's
This insert is included with the Saturday edition of The Wall Street Journal eight times a year.
What is WSJ Magazine?
Subscriptions that are not eligible for a refund (outside of the exception policies, DDD)
What are Monthly and Quarterly Subscriptions?
This screen provides customer information
What is the II screen
Where you report customer feedback
What is VOC
The address for our New York office
What is 1211 Avenue of the Americas New York, NY 10036 (zip not needed)
Known for having a extensive Lego collection
Who is Kim MacKenzie?
"BP" stands for in OLF
What is "Billing Profile"
Where you check if the email is valid for email alerts.
What is "Email Preference Tools"
The year The Wall Street Journal founded
What is 1889
This affluent magazine provides individuals with advice on private banking, hedge funds, estate planning and trusts, philanthropy, luxury real estate, art collecting, autos, and more.
What is Penta
Known for being competitive, great at trivia and everyone wants to be on their team
Who is Specer Pierce?
Two transactions you can only process in OLF
What is multiple copies of paper and check payments
How long Tax Exempt valid
What is 5 years or until the x date on the tax exempt certificate
The three founders of The Wall Street Journal
Who is Charles Dow, Edward Jones, Charles Bergstresser.
(First names only, get half points only)
This is a premium online experience for wealth advisors. It includes the core Barron's content as well as new tools, events, content, and community forums specifically created for financial advisors and wealth management professionals.
What is Barron's Advisor
Member Service KPI goal for Quality Assurance
What is 85%
What is the YC screen
If a customer is requesting to cancel due to a price increase, what can we use to provide a better rate and retain the customer?
What is a save offer
The hand shake Bust Statue in the Princeton office
Who is Bernard Kilgore
This is the hub of The Wall Street Journal’s markets coverage, providing frequently updated online reports on global markets activity.
What is Market Data
Known for making amazing pizza with their at home pizza oven
Who is Thom ?
This screen combines accounts in OLF
What is the DC screen
A coaching opportunity for first level customer service agents created by second level.
What is Quality Assurance Request
This person is the founder of Barron's magazine.
Who is Clarence W. Barron?