NANS
WHAT DOES NAN STAND FOR?
NEEDS ASSESSMENT NOTES
WHAT IS THE THIRD QUESTION ON A NAN?
"WHAT FINANCIAL PRODUCTS OR SERVICES DOES THE CLIENT HOLD AT ANOTHER FINANCIAL INSTITUTION"
WHAT IS THE FIRST QUESTION ON A NAN?
"SHARE THE DETAILS ABOUT THE CLIENT'S BUSINESS AND THEIR GOAL FOR THEIR BUSINESS"
True or False:
The Float Team has not found any success with Filling out NANs
FALSE
WHAT IS THEIR FAVORITE FOOTBALL TEAM?
THE CHIEFS
WHEN IS THE BEST TIME TO COMPLETE A NAN ENTRY?
EVERYTIME YOU RECOMMEND A PRODUCT
TRUE or FALSE: NANs only need to be completed for new account openings.
FALSE FALSE FALSE!!!
What question on a Business NAN can be used to find Merchant Referrals?
Question 2: How does the business collect payments from its clients?
Multiple Choice:
How many NANs did the Float Pool Team submit in Q1?
A)12
B)545
C)867
D)1382
B)545
True or False:
Patrick HATES beef Jerky
False
What can be utilized, regarding NANs, to FIND client opportunities
Key Word Search: NAN Reporting Tool
TRUE or FALSE: Consumer and Business NANs collect the same information
FALSE FALSE FALSE!!!
What 2 sections on a Business NAN can be used to capture information regarding Business Lending & Credit opportunities?
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?
Multiple Choice:
In Q1; what District had the most NANs?
A)KCMO
B)IA
C)KS
D)NE
IOWA
GOLF
Where can you go to review ALL previous NaN's prior to interacting with your client for the first time?
Needs Assessment Notes (NAN) - Reporting Tool
What important details about clients' finances can improve the quality of the NaN BEYOND what is stated in the questions?
Balances & benefits of DDA's, Loans, CC's, etc. with other institutions
WHIH 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 its clients?
C)How does the business pay its expenses?
D) ALL OF THEM
On the recommend section beside Checking and Savings accounts what is the most often product mentioned in a NAN.
Credit Cards
How many children and Fur babies does Monica have?
1 daughter and 2 Dogs
WHAT TECHNIQUE WORKS BEST WITH NAN?
CEM
What section of the NAN can be used to capture information for WM Referrals?
The Third section (accounts at other institutions)
WHAT IS MISSING FROM BUSINESS NAN THAT WILL HELP YOU ASK BETTER QUESTIONS?
A) NUMBER OF EMPLOYEES
B) WHERE IS YOUR BUSINESS LOCATED
C) WHAT DOES YOUR BUSINESS DO
D) WHAT IS NUMBER 1 EXPENSE
C) WHAT DOES YOUR BUSINESS DO
Who has the most NANs?
NICCI
WHERE DID MONICA GO TO HIGH SCHOOL?
BLUE SPRINGS HIGH SCHOOL?