KPC Basics
Who is responsible for identifying potential KPC clients?
All branch teammates
When should a client be enrolled into KPC Checking?
After they understand the relationship and commit to joining
20 FWC
What is a KIS Appointment Referral?
A teller identifies a potential KPC client. What is the preferred action?
Warm hand-off to the Dedicated KPC Team
Who can enroll a client into the KPC experience?
KPC Team--PCB and Branch Managers
True or False: Every KPC client must be enrolled during the first appointment.
False. Some clients may enroll after later appointments and discovery discussions.
40 FWC
What is a New KPC Client Referral?
What is the primary purpose of the Key Wealth Analysis Proposal?
To understand the client's goals and provide recommendations aligned with those goals.
What should happen if a client wants a checking account today, but the PCB isn't available?
Open a Key Select Checking, schedule follow-up, send referral
These are the three major stages of the KPC Client Journey
What are
50 FWC
What is a new KPC Enrollment with $50k plus in Growth? (PCB only)
A client has $1.5MM in assets and comes in for a service request.
What would be considered the BEST client experience?
Address the immediate need while creating a warm handoff or referral to the Dedicated KPC Team for a broader relationship discussion.
How many months after enrollment does KPC Asset Growth credit post?
2 Full months. MOB2
What three activities are part of ongoing KPC relationship management?
100 FWC
What is a KPC FTI? First in HH KIS account and KPC qualified.
A teammate identifies a qualified KPC prospect but the client wants to discuss investments immediately.
Who should ultimately conduct those investment discussions?
PCA as part of the Dedicated KPC Team.
A manager notices a KPC enrollment completed in July 2026.
Which month will this enrollment season for production credit?
September 2026
Name the four enrollment activities identified in the interaction model.
190 FWC
Total Branch FWC for a KPC Referral, KPC Enrollment with $50k Growth and a FTI.
"The client qualifies for KPC, so I should open KPC Checking first and discuss the relationship later."
What is wrong with this statement?
KPC Checking enrollment should occur after the client understands the ongoing KPC relationship and commits to joining. The checking account is not intended to be the starting point of the conversation.