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Relationship Households Basics
Relationship Experience Model
Relationship Households: Examples and "Must" Practices
100

How many financial wellness points per client can we earn for relationship households?

10

100

What step should include a financial wellness review, especially for new accounts?

Clarify
100
When we transition an existing primacy client who doesnt have a savings to a relationship household by opening a savings, when would we get credit for achievement and quality?
Achievement right away. Quality would show for third full month (next quarter)
200

What is achievement and when do you earn it?

Client becoming a relationship household. Counts the day the client becomes a relationship household

200

What is step of the model includes completing our 3x3x3 process?

Conclude & Continue

200

We followed up with a client who we helped in June to set up a new account. The client has not yet become primacy, but does have a savings with us. We helped the client get direct deposit moved over. What relationship household credits will be get and when?

5 points for achievement for august, 5 points for quality for september

300

What is quality and when do we get credit for it?

The client has stayed as a relationship household by the end of the third full month. We get credit at the end of that third full month

300
What statement should be used during our carry out of RXM?
Relationship Benefit Statement
300

True or false: A teammate opened up a brand new client relationship with a checking and savings and expects the client to use the client. The teammate will get 5 points for achievement right away.

False
400
What follow up process can help us drive quality AND achievement?

3x3x3 leads

400

We can move from service/transaction to a financial wellness "sales" conversation, going from carry out back to clarify, using this

Toggle 

400

Observing what types of interactions can help us uncover opportunities for relationship households?

Transactions, Service Appts, New Account Appts, Lead calling (3x3x3)

500
This report updates every tuesday to show your current relationship household results

2025 New Account Relationship Households

500

Asking both FORD questions and financial questions is part of which step of RXM?

Clarify
500

Emphasizing WHAT during our 3 week and 3 month call can help drive primacy?

Relationship benefits, Digital engagement (OLB, mobile, bill pay, debit card), direct deposit, next steps in FWR process