Key Features
This card can be used instantly upon activation and charges $0 FX fees.
What is the Wealthsimple Prepaid Mastercard?
This is what we do instead of “selling.”
What is educate and guide?
Instead of defending, we do these two things to turn hesitation into opportunity.
What are listen and validate?
The minimum deposit amount for the DD interest rate boost.
What is $2000?
Our goal is to make banking simpler and more _______ for clients.
What is rewarding?
Replacing killer words helps us maintain this key ingredient of a positive client experience.
What is trust?
This insurance protects deposits up to $1 million through eligible institutions.
What is CDIC coverage?
We start by asking how clients currently do this with their account.
What is use it?
These kinds of words add friction and make conversations harder.
What are killer words?
Clients can now request this type of official payment document directly in the app.
What is a bank draft?
These three “C” words replace pressure and persuasion in our conversations.
What are clarity, confidence, and care?
A killer word that removes client autonomy and makes the experience feel transactional or pressured — the opposite of Wealthsimple’s trust-based tone.
What is mandatory?
This setup allows automated bill payments using the same information as direct deposit.
What are Pre-Authorized Debits (PADs)?
When we ask questions first, we demonstrate this key trait.
What is active listening?
This phrase invites the client to explore something new, not be told what to do.
What is “Can I show you…”?