Q2

Co-Pilot

100

The system the Universal Bankers will use to assist customers with Digital Banking questions

What is Q2 Co-Pilot?

200

This system will allow you to access Q2 Co-Pilot

What is Q2 Console?

300

This symbol will appear when there is an alert at the customer or user level.

What is a triangle/exclamation point

400

These are the 4 levels of the Q2 hierarchy. 

What is Group, Customer, User and Login?

500

This level of the Q2 hierarchy will allow you to send a password reset.

What is Login Level?

What do you say(FAQ)

100

(True or False) The current app you have on your phone will need to be replaced with our new app. 

What is True?

200

(True of False) If you were previously enrolled in Online Statements, you will be enrolled in our new eStatements after the upgrade.  

What is True?

300

(True or False) All previously-saved Bill Pay information - such as payees, scheduled payments, and recurring payments will be in your new Bill Pay profile.

What is True? 

400

(True or False) After the upgrade is complete, you will NOT need to download a new app from your device's app store.

What is False?

500

(True or False) Commercial and Retail are going live at the same time. 

What is False 

Q2 Escalation(Site Leader, Senior Leader, War Room)

100

(True or False): It is okay for the UB to skip sets in the escalation path. 

What is False

200

(True or False): The War Room is for general escalations and questions. 

What is False

300

This is the 1st escalation point that will assist a UB with their question.

Who is the Site Leader?

400

This is the point of contact for the Site Leader who has a question/escalation.

Who is the Senior Leader? 

500

This is the point of contact for the Senior Leader who has an escalation.

What is the War Room? 

Misc.

100

This is the date our new Digital Banking Platform will go live.

What is July 16th, 2024?

200

The place where secured messages are routed to

What is the Virtual Contact Center? 

300

Email, Text, and Voice are all options for customers to have a code sent to them. 

What options are there for Secure Access Codes?

400

This site will allow employees to send instructional videos about the new Digital Banking Platform. 

What is How-To Hub?

500

Customer Name, Last Name, CIF, TIN/SSN, Login

Ways to locate a customer in Co-Pilot.

Final Jeopardy

500

This decision will be made on July 1st 2024

What is the go/no go call?