Consumer Onboarding
The New Customer Onboarding journey starts at Day 1 Account opening and ends on Day?
What is Day 75 - Savings
The FFP is made up of 5 sections- What are they?
What is
Ways to Use the Bank
Emergency Fund
Credit Management
Protecting Whats Important
Building Wealth & Retirement
Is pumpkin a fruit or a vegetable?
Fruit
How much does the referred friend or family member receive if they completed all required qualifications when opening a personal checking account?
What is $50
How many in-person Money Mentor workshops does M&T currently offer?
8
When setting customer expectations around onboarding outreach, what are 4 different outreach days?
What is Day 7, Day 25, Day 45, and Day 75
Which section of the FFP would the following question fall under, "How do you plan to pay off your current debt?
What is Credit Management
If you throw a pumpkin in water, will it sink or float?
Float
How much does the referred friend or family member receive after meeting all the required qualifications if they open a M&T Business Account?
What is $150
How are you protecting yourself from fraud?
What is EZShield?
Where is the Onboarding Tool located in Edison?
What is Playbook- Under Customer- Consumer Onboarding
Which section of the FFP would the following questions fall under, "What Plan do you have in place for unexpected expenses?"
What is -Emergency Fund
What country started the tradition of pumpkin carving?
Ireland
What are the three different ways registration/referrals can be made?
What is Employee Portal, Online (mtb.com/referfriends) Referral Ambassador Hotline
Do you currently have a budgeting system?
What is Money Smart?
What is Day 7 outreach opportunity?
What is Digital
Name four solutions we can provide our customers around Credit Management
What is Mtg, Heloc, Credit Card, Installment Loan
Where is the one place in the world where you cannot find pumpkins?
Antarctica
What are the qualifications the referred customer needs to meet in order to receive the reward for opening a M&T Business Account?
What is Complete at least 5 deposits of $500 within 90 days OR Complete at least 5 debit card transactions or payments that post to the new account within 90 days
Name at least TWO email templates that are available on Edison to help with customer outreach?
What is Appt Request, Appt Confirmation, Thanks for your time, M&T Meeting Recap, Information about your Maturing CD
What is the process when using the Consumer Onboarding Tools? Introduction -
What is Ask - Recommend - Ask for Referral - Set
Which section of the FFP would the following question fall under? What do you have in place to protect your income, family, or business?
What is Protecting What's Important
At Starbucks, what does PSL stand for?
Pumpkin Spice Latte
How is the referral Reward Paid to each party (referrer & referred)
Visa Reward Card
What tool is located online to help customers make informed decisions on meeting their savings goals?
What is Savings Calculator Library