Where Do I Find That?
This Sharepoint page is the central hub for Evolution training, FAQS, ETC.
What is the Evolution Training Page?
A client tells you they're moving because they accepted a new job. You should document this in Connections Anywhere as one of these.
What is a note?
This reporting and analytics platform was listed as required training for ABMs, RSMs, and AAs.
What is KlariVis?
This is the fist day clients can download Centier's new app.
What is October 5th?
This phrase was repeatedly emphasized as the key to preparing for Evolution
What is Practice, Practice, Practice?
This folder contains quick-reference resources designed to support associates before and after go-live.
What is the Evolution Job Aid Folder?
A client wants to discuss a mortgage but you are sending them to another associate. This should be entered as one of these.
What is a referral?
Retail associates were encouraged to complete training on this person-to-person payment service before go-live.
What is Zelle?
These documents were created to help clients prepare for upcoming system changes.
What are Upgrade Guides?
Due to conversion activities, this monthly branch review was completely suspended for October
What is the October BICR?
You can find instructer led classes and enrollment oppurtunities on this calander.
What is the End-User Training Calendar?
You identify a needs-based sales opportunity and plan to work it yourself. This is called a ________.
What is a recommendation?
This card protection service helps clients respond to potential fraud activity.
What is SecurLOCK Card Protection?
Evolution Conversations encourages associates to avoid this type of messaging when speaking with clients about upcoming changes.
What are phrases that create confusion or concern?
Effective September 7, this business banking product was temporarily removed from New Account Console until after conversion.
What is MyBiz Plus?
You're searching for recordings and presentation materials from past Evolution discussions rather than training courses or job aids. Where would you go?
What are the Weekly Retail Evo Talks?
You complete a training session and want to build confidence before go-live. You should spend time in this environment.
What is the pre-production environment?
After October 5, associates will access Connections Anywhere through this login method.
What is Single Sign-On (SSO)?
These resources provide suggested language, talking points, and sample responses for client questions.
What is Evolution Conversations?
Beginning in late September, this department will no longer provide Saturday support and will instead operate Monday through Friday.
What is the CSC Operations Team?
This Retail Operations resource contains Evo Talk recordings, presentations, and weekly updates.
What is the Retail Operations Evolution Page?
You discover active opportunities in the current CRM before conversion. These should be reviewed and recreated in this new system after go-live.
What is Connections Anywhere?
This CRM feature allows prospects to eventually be transferred into account opening activities while retaining information already collected.
What is Prospect Management?
Clients will receive this temporary password when signing onto the new digital banking app.
What are first 4 of social and zip code?
During conversion, business clients requiring ACH and Wire capabilities must be referred directly to this department.
What is Treasury Management?