The Months of DE&I
This month contains Martin Luther King Jr Day
January
This movie came out the same time as Barbie that was directed by Christopher Nolan
Oppenheimer
This program replaced skype
MS Teams
A group of bees
Swarm
This was the year Wells Fargo aquired Wachovia Bank
2007
The Breast Cancer Awareness Month
October
This movie featured Jack Black as Bowser
The Super Mario Bros Movie
This is where you go to order gifts, and marketing for clients that is Wells Fargo approved
My Marketing
Herd or Drove
The maximum online wire limit for TPB clients daily wires (premium)
$1,000,000
The CSMs provided seeds to celebrate this day
Earth Day
This famous quarterback actually retired in Feburary of this year
Tom Brady
This software is used to create customized planning and client friendly reports
eMoney
Litter
This service was discontinued on October 17th of this year and required dual control
Medallion Signature Guarantee
This month is National Disaility Employment Awareness Month
October
This is often dubbed "Fashion's biggest night" with this year honoring Karl Largerfeld
The Met Gala
This is now required for all Wires
Written Instructions/Banking Funds Transfer Agreement
Pod
The maximum amount a TPB Client can deposit using mobile deposit (daily)
$400,000
This celebration occurs from Sept 15-Oct 15 of every year
National Hispanic Heritage Month
Famous Radio Dj, TV Host and Producer who will replace Pat Sajak on Wheel of Fortune
Ryan Seacrest
This guide was created by 3 CA's to help create step by step process to put these on
The Client Event Guide
A group of crows
Murder
Resource that summarizes changes of the past and future with items like account opening, esign, money movement, and account agregator
Advisor and Client Experience Scorecard