Snapshots
How do you create a compensable event in Siebel for snapshots?
Discover assessment - snapshot - copy and paste web link
What is the balance growth cap for deposit accounts?
$1,000,000
Can tellers refer to FSA/BFAs to receive shadow credit?
No
When do FSA/BFAs receive flat value for MESP enrollments?
After the account begins trading
Applications only
List all types of snapshots we have available.
Asset allocation, retirement, education
Can you have more than one compensable event for a client?
Yes - you can see on the balance growth pipeline two event start and end dates. For example, if you open a self-directed account for a client in week 1 and a bank account in week 5, both events will track for the client with different 8 week periods.
Does the financial center receive credit for new money brought into an investment account?
FDIC insured products only
What is the flat value amount for MESP enrollments?
$75,000
When do credit cards reflect on the dashboard?
After the client uses the card, posts every Tuesday
Is a snapshot log in Siebel sufficient evidence of a quality conversation?
No - FSA must document separate notes detailing conversation and why snapshot was presented.
FSA opens $200,000 MESD account for client. Within the 8 week period, the client withdraws $50,000 from their Bank of America checking account. What is the final credit to the FSA?
$150,000
Quality ME referral, HELOC application credit, and revenue when loan closes. RM will not receive credit for the referral to MLO.
Are MESP reviews considered compensable events?
Yes
In the morning huddle, your FCM mentions that one of your clients deposited $250,000 into a savings account after you left Monday. You call the client to schedule an appointment for Wednesday where a snapshot is presented. Will you receive credit for the new money?
No. Snapshots need to be presented and logged on the day of client deposit.
Can you log a snapshot for a self-directed account?
Only if you are using it as a conversation starter or value add for the advised side of Edge. System will not allow MESD clients to load into Book and Client, which is required to run a snapshot.
No
Is there a limit to deposit balance growth a financial center receives when an FSA/BFA opens a checking or savings account?
$250,000
Do you receive flat value for Passive Core enrollments?
Yes = $75,000
What are the caps for earning and losing quarterly compensation for Client Experience?
Downward adjustment - 15%, not to exceed $2,000
Upward adjustment - 15%, not to exceed $4,000
Snapshots start a compensable event for 8 week tracking. Is there anything else FSA/BFAs need to do to receive credit for new money after logging in Siebel?
FSA/BFAs must open an account for the client - bank or brokerage - within the tracking period.
Why are some fields blue on the pipeline report?
Blue indicates compensable money.
For example, if you open and fund any account (bank or Edge), you will track new money received to MESD, MEAC, and bank.
If you add a "new money-existing" self-directed opportunity, you will only track new money received to MESD.
If you add a "new money-new" self-directed account, but the client never opens or funds the account, you will not receive any new money credit.
RM refers to FSA, FSA refers to SBB. SBB opens a business credit card for client. What credit does the RM receive?
ME quality referral
Client opens the following:
MESP IRA
MESP Core Roth IRA
MEGI CMA
MESP Joint CMA
What credit does the FSA receive?
$75,000 for MESP IRA
$75,000 for MESP Joint CMA
How much do FCMs receive for quality ME referrals?
$35