32 in '24 (Implementation)
This is our company KI for the amount of additional BIP clients to launch in Q1.
What is 7!
Name one example of a data point in the daily emails that CSMs get (hint: more than 1)
What are: substantial changes in Alert volume for their clients, Changes to RUM, substantial changes to MC login & usage, alert count anomalies
This is a piece of information that should be included in all support requests
What is :
Client’s full name, product and feature name, request summary, priority, due date
This Opportunity Catalog choice uses Equity & Dependents Age/Dependents Count to provide targeted segmentation
What is - Equity for College
This tab on the BIR shows the team what the quantity of Opportunities and conversion % per LOs
What is the LO Comparison tab
This is the name of the TrustEngine “system” that Support uses to apply the segmentation for each BIP Opportunity.
What is the Scenario Creator
These are the two main types of data that we score in the DIR
What are Records with a Funded Date, and records without a Funded Date
This is one VERY IMPORTANT BIP Performance Metric that we are tracking (hint: there are more than 1!)
What are: Cost per Closed Loan, Application %, Pull thru %
DAILY DOUBLE
This is the name of the tool that Support uses to answer automated responses in Zendesk
AND... give it a name!
What is the Answer Bot or ChatBot (bonus points to give it a name!)