DI Chat
The system we use to access the DI chat
WebBroker (desktop)
We should all check our CPM deficiencies and clear them before it reaches THIS many days.
20.....because then they are on Grace's radar. Go check on your CPM deficiencies after this.
These are the hours of operation for the DI Chat
9:00 am to 5:00pm eastern
When cancelling a CPM deficiency what two things do we need to add to the note?
The reason, the date of the last customer contact.
This is the way clients are authenticated for DI Chat.
Automatically by logging into WebBroker (desktop)
In a previous "Red-fill order" microburst video, reps were instructed to call trade desk to update these orders. Today an email was sent to change that instruction to....
WCC DI colleagues should only request Trade management to update the status of Red Fill Orders with 2 or less fills occurred and no F/X involved.
These are the three pages on WebBroker you can initiate a chat.
Holdings, Order Status, Balances
These two metrics MUST you achieve to be an H or E rating.
LEI, Compliance
In addition to the pages you can find the DI Chat, what two other things can a chat rep help with?
Campaigns/escalations, Trac ticket update.
Use this system on MYHR to enter health or vacation days.
Absence