PRE
How do you know a client is eligible for PRE?
SSA/60 sec review/Interact
Where could we a have life plan conversation?
CSR/lobby/Client meeting
Who is eligible for olb/mob?
All clients with an active account
What qualifies as a partner referral?
Home loan, Heloc, Refi
SB, ADP, Merchant, Auto
How do you enroll client to PRE?
By obtaining consent through OK tool/DAS
How can you determine clients Life plan being active
CMC/Digital engagement
What is the preferred way to enroll a client to Mobile/Online banking?
QR code/In lobby prior to client meeting
When should we follow up with client/partners?
Day after client/specialist scheduled appt
What benefits do EBI companies receive?
Gold tier
Mobile app
What is included in the digital threshold on scorecard?
Mobile activation/DAS submission
What is the purpose of the individual pipeline review worksheet?
Review referral status after client’s interaction with specialist
Who should we route PRE clients to?
1)FSA
2)SB/RB
What part of the BRC phase do we engage in Life plan conversation?
Discover
What actions have to occur in order to receive mobile action credit?
1st log on and 2nd log on, more than 24 hours after the first login, but within 61 full days from the
What week of the month do we have the One Team meeting?
3rd week of every month