Name that product
SF Oppty Processes
FX Best
practices
Price check please!
100

Another (non-wire) international payment method on SPT that has FX available.

What is SPT + IACH?

100

For TM:FX Opptys, the TM rep, SBS and who? needs to be added to the Opportunity Deal Team.

Who is FX Marketer?

100

A bank tool that is available to identify possible FX opportunities.

What is Power BI Money Movement Dashboard?

100

The wire fee difference when sending a SPT wire in FX vs. USD.

What is $10 *

*USD wire costs $35, FX wire costs $25

200

This account can be a consideration to open if client has both receivables and payables in the same currency.

What is a Foreign Currency Account (FCA)?

200

An event by the FX Marketer must take place before a TM:FX Oppty is moved to booked/open.

What is Meeting event?

200

Within the Power BI/Money Movement Dashboard, this tab shows your clients that are currently transacting payments and receivables abroad.

What is FX International Payments tab?

200

The per IACH cost when sending an FX payment via SPT.

What is $4.25 ($3.75 + $0.50)?

300

It the client is sending a wire or IACH to Germany, what currency can they send? 

What is euro? 

300

How frequent is the FX validation process? 

What is quarterly?

300

It is recommended for an importer to request this when receiving an invoice from their vendor.

What is a dual currency invoice?

300

The FX revenue from a foreign currency wire done via SPT flows into what revenue bucket? 

What is TM revenue?