Navigation
The main application used to assist clients in viewing their accounts.
What is Crave?
An investment that pools money from many investors to buy a diversified mix of stocks, bonds, or other assets, managed by professionals?
What is a mutual fund?
This contains tools and resources to assist with everything ASG.
What is the ASG Knowledge Center?
This is what "DAP" stands for.
What is "Discretionary Advice Platform?"
This is what Blake would set a world record for.
What is "first to land on Mars?"
The program designed to create and track processing cases from start to finish.
What is BPM?
An investment fund that holds a basket of assets and trades on a stock exchange like a single stock throughout the day?
What is an ETF?
This is a style of phone exchange where the client is sent to another department without an introduction from the original service representative.
What is a cold transfer?
This is the length (in days) of the fee-waiver for new DA clients.
What is 90 days?
This is the one place in the world, all-expense paid, that Blake would travel to.
What is Niihau, Hawaii
The Microsoft business application used to assist clients in scheduling appointments.
What is Dynamics?
A bank product that pays a fixed interest rate in exchange for leaving your money deposited for a set period of time?
What is a CD?
This is a secondary information center used by crew to access official policies, procedures, job aids, calculators, and how‑to guidance for servicing clients.
What is InfoWAVE?
This is the tab where clients can check transaction history, view asset mix and holdings, or unenroll the account.
What is the portfolio tab?
This is how Blake spends his summer days.
What is "by the pool?"
The customer service platform used to handle calls and view service metrics.
What is Genesys?
A physical commodity often used as an investment or store of value, especially during times of inflation or economic uncertainty, and one that Vanguard DOESN'T offer?
What is gold?
This is the name of the chatbot on Teams that services questions related to ASG.
What is the MyVirtualTrainer for ASG chatbot?
This is the tab where a client can change their investment settings or risk tolerance?
What is the investor profile tab?
This was Blake's favorite holiday weekend as a kid.
What is "Thanksgiving weekend?"
The financial research program used to access market data and valuation tools, mainly used to quote securities by ASG representatives.
What is Thomson One?
What is the ticker symbol Blake frequently has loaded on Thomson One?
TSLA
This is what we can provide clients in lieu of "advice."
What is "guidance."
This is the step that should be taken to prevent clients from having to temporarily unenroll from DAP?
What is opening an identically-registered self managed account?
This is Blake's must-have for a long road trip?
What is music variety?