ACRONYMS
SSO
Single Sign On
Doing THIS allows clients to access their Secure Inbox in either the Banking OR Private Bank mobile app.
Account linking/SSO
What are the 2 electronic signature methods available for clients?
Mobile Easy Sign and DocuSign
Name 2 reports available in Salesforce related to Digital.
1. Digital Detail
2. Digital Expire Month
3. Digital Rel (Has ID-Not Active)
4. Digital SSO
5. Digital Money Mvmt
6. Digital Sum
7. Digital eStatement (S)
Can clients go paperless for their tax documents?
No! If a client enrolls in PB Online, they automatically gain access to electronic copies of eligible tax documents. However, physical tax documents will continue to be mailed to the client; the paper delivery cannot be turned off at this time.
2FA
2-Factor Authentication
Which account type(s) can be nicknamed in either the Banking or PB Mobile app?
Only banking accounts can be nicknamed at this time.
How can you check if a form is available for electronic signature?
Use the Eligible Forms for Electronic Signature spreadsheet, which is available on Resource Central, in the PB Knowledge Guide, or on the PGA site.
How can a client reset their PB Online password?
1. They can call YOU.
2. They can call Private Bank Client Services.
3. They can self-serve on privatebank.bankofamerica.com by clicking Forgot Password, inputting their email address and an authorization code (TEXT or VOICE), and resetting it directly.
Who can view Custom Credit accounts AND INVOICES on PB Online?
Borrowers, co-borrowers, and/or guarantors
MFP
My Financial Picture
Clients can send a Secure Message to up to how many associates through their Secure Inbox?
Up to 10 Associates, provided the Client Team has performed the necessary maintenance on CTU.
What is the maximum number of forms OR maximum file(s) size you can include in a Mobile Easy Sign package?
Up to 25 documents or 20MB, whichever limit is reached first.
Where can you see a client's eComm history?
1. On their Party > Overview page in Salesforce, OR
2. On the Recipients tab in eComms by searching the Recipient's name & clicking the Edit Recipient icon on the right.
What is My Financial Picture?
MFP is a free tool that PB clients can use to link external accounts (including deposit, brokerage, investment, and liability) for visibility on their on-us digital platform (PB, banking, and/or Merrill).
UFID
User Friendly ID
Name 3 specific things that a client can do with their mobile Secure Inbox.
1. Send/receive a message to/from their client team.
2. Scan documents to their client team.
3. Sign documents via Mobile Easy Sign.
4. Sign documents via DocuSign.
5. Receive secure information/documents from their client team.
6. Access messages for a minimum of 2 years.
7. Create custom folders to archive messages for up to 6 years.
8. Flag a message.
What is the difference between Mobile Easy Sign and DocuSign when a document has more than one signer?
For Mobile Easy Sign, the associate must tag and send the document first to Signer #1. Then when it comes back, they save the document, re-upload it and tag it again, then send to Signer #2. (The associate must manually route the document first to Signer #1, then to Signer #2.)
For DocuSign, the document is automatically routed to Signer #2 after Signer #1 completes their DocuSign package.
What are the 2 places where you can locate a client's Secure Message Center (@SMC) email address?
1. The Secure Messaging application, and
2. The Contact Information popup on their Party page in Salesforce.
If YOU go paperless for a client, how long do they have to agree to the changes before their statements are reverted back to paper?
21 days
COBE
Client Onboarding Experience OR Collaborative Onboarding Experience
Name the 5 new account groups/categories on the mobile banking app.
Banking, Credit Cards, Investments, Loans, and Benefits
What is the difference in the client experience when you send a Mobile Easy Sign request via eDoc versus Outlook?
eDoc - The signature box is already tagged in the right place on the document(s). The client simply signs, applies signature, and sends back to the associate.
Outlook - The client must place & size the signature box themselves.
Name 1 of the new Insights available in Salesforce.
1. Competitor wealth relationship - triggered when $50k+ moves in/out of an investment or bank account to/from a competitor.
2. (New) Client Banking off us - triggered if a new relationship (within the calendar year) does not have any banking account with PB
3. Charitable Giving - Client has made charitable contributions of $1,000 or more over the last 12 months from an investment or banking account
What is the $$ limit for clients to initiate wires from their IM&T accounts via PB Online?
There is no limit!