1
What is a RIM and what is it replacing?
(Pack 5)
RIM stands for 'Relationship Information Manager' and will be replacing Client ID.
What is the new technology platform we will be migrating too?
(Pack 1)
Open Banking
What is replacing the GCR?
(Pack 3)
Customer Discovery Form
(Pack 3)
Equifax verification
What new system is replacing TEAM?
(Pack 5)
CAMAN
What are the 2 RIM types?
(Pack 5)
Personal and Non-Personal
What is the new Lead Management system that will be replacing Phoenix.
(Pack 2)
Customer Relationship Management (CRM)
Where do I find the new 'GCR'?
(Pack 3)
Within the lead process and within a customer's profile.
TRUE or FALSE
Customers will no longer be asked to provide their country of residence?
(Pack 3)
TRUE! Instead this field will be replaced with the customers residential address.
What is the new minimum account balance required?
(Pack 5)
$0!
However .. new accounts will require a deposit to be activated.
TRUE or FALSE
Post migration, all accounts can be opened via Online banking?
(Pack 3)
FALSE! Customers will need to attend a branch to open a Term Deposit account.
What THREE products can be opened via the new lead system?
(Pack 5)
Access, Ultimate Access and Bonus Saver accounts.
TRUE or FALSE
Post Migration; Bonus Saver accounts will require a linked Access account?
(Pack 3)
FALSE! Bonus Saver accounts will no longer need a linked account.
Which two identification questions will be combined into one?
(Pack 3)
What are 3 of the changes to CARDS when setting up a new account?
(Pack 6)
New cards will not contain the customers account number.
Card characters are capped at 22 characters.
What changes are being made to NEW Principal and Interest Loan repayments?
(Pack 6)
Repayment date will now be the anniversary of funding (if before the 28th of the month).
Previous this was always the Last day of the following month.
Why are we implementing this new Technology Platform?
(Pack 2)
To move closer to meeting our Consumer Data Right (CDR) obligations.
What FIVE third party products will now be accessible via links from CRM?
(Pack 3)
Mastercard (Cash passport), Travelex, Deposit Power and Allianz
What THREE 'Data Actions' with replace Easypay?
(Pack 6)
Scheduled Transfer, Auto Transfer and Balance Transfer.
What EIGHT Customer and account types will be created via the new 'TEAM'?
(Pack 5)
Customers under the age of 13, Non-Australian Residents, Business accounts, Life Saver, Retirement plus, Term Investments, Joint accounts and loan accounts.
(Points if you get at least 5 of the above)