SCORE 101
SIGN-UP SUCCESS
BUILDING RELATIONSHIPS
100

HOW MUCH DOES CREDIT JOURNEY COST PER MONTH?

ITS FREE

100

HOW CAN CLIENT ENROLL IN CREDIT JOURNEY ?

CHASE APP

100

SOME COMMON PUSHBACK CLIENTS SAY "I HAVE CREDIT KARMA" TELL ME SOMETHING YOU WILL WILL RESPOND WITH TO HELP CLIENT

CREDIT JOURNEY HAS ALL THREE MAJOR CREDIT BREAUS, YOUR DIRECT DEPOSITS COME TO CHASE SO THE ALERT MAY BE MORE HELPFUL COMING FROM YOUR BANK, THIRD PARTY IS A RISK FOR FRAUD ETC.... 

200

WHAT ARE THE BENEFITS OF CREDIT JOURNEY?

MONITORS AND PROVIDE CLIENTS CREDIT SCORE, ALERTS OF CHANGES IN CREDIT (FRAUD), AND PROVIDES PERSONALIZED TIPS TO IMPROVE CREDIT

200

HOW DO YOU KNOW WHEN A CLIENT IS NOT ENROLLED IN CREDIT JOURNEY?

CUSTOMER ASSISIT "NOT ENROLLED", CHASE APP "GET FREE SCORE", AND CLIENT CENTRAL "NO FILLED BUBBLE"

200

HOW WOULD YOU ENGAGE YOUR CLINET IN CREDIT JOURNEY? TEAM COME UP WITH ROLE PLAY AT TRANSACTION LINE 

ANY ROLE PLAY ENGAGING CUSTOMER 

300

WHAT TYPE CREDIT ADVISE CAN BANKERS PROVIDE TO TO HELP CLIENTS IMPROVE THEIR CREDIT?

CREDIT JOURNEY, BANKERS ARE NOT ALLOWED TO PROVIDE CREDIT ADVICE

300

HOW DO YOU TRACK CREDIT JOURNEY ? TELL ME EACH STEP

BANKER HOMEPAGE

PERFORMANCE

SPECIAL TRACKING

ENTER CUSTOMER INFORMATION

CLICK CREDIT JOURNEY SUBMIT

300

ALL CLIENTS NEED CREDIT JOURNEY BUT WHAT ARE SOME COMMON STATEMENTS FROM CLIENTS THAT INDICATE AN URGENT NEED FOR THIS SERVICE

RECENT FRAUD, WANT TO IMPROVE CREDIT, AND IDENTITY THEFT ETC.

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