Things in Common
What needs to be linked to a review during the advice process?
Objectives, Requirements and Recommendations
What is the support teams least liked part of their role
Chasing providers
Designed to maintain consistency and improve efficiency
What are processes?
How can you use CURO to extract specific data / information?
Build a view
3 years
How long does an ATR and AML/EVID last
What are three examples of projects?
LOAs, Departed, Review
What is Rebecca's most liked part of CURO
WIP dashboard
Two examples of tasks that 'nudge' / 'remind' - without having an automated next step
'Time out' tasks and 'debrief wizard' tasks
Composed of multiple views
What is a dashboard?
4 weeks
How far in advance of the scheduled review date does the "contact client to book review meeting" task pop up
BONUS - Target TAT for issuing an AR letter/ASC following a review meeting
What are the different names for the annual suitability letter
ASC, PSA, AR letter
What is Ahmet's least liked
Dealing with admin tasks (did someone say "grunt work"?!)
Why is it important to stay on top of your tasks/activities?
To maintain processes and prevent certain projects from timing out
Where is the special care / vulnerability section in CURO?
Contact
2 years
With no review = risk of disengagement
Where is this info found in CURO: Income, expenditure and wills
All found under KYC in CURO
What is Gary's most liked
Pinot Grigio - Just kidding, it's Smart Flows
How do you stop a project from timing out?
Update the due date of the current task/activity
How often are plan values updated (automatically) in CURO?
Daily
4 days
Until Charlotte's birthday! Happy B'day Charlotte!
Can you name the registers we use in CURO
Complaints, Breaches, Financial Promotions, Conflicts of Interest.
What is Tina's most liked
Cloning Gary's hard work on SmartFlows!
Allows you to add key data to an account, plan, review and recommendation
What is a Business Process Flow
Where can you get the best 'overall' / 'big picture' for a client in CURO?
Account level
30 years
How old Charlotte will be on Friday! Happy B'day Charlotte!