Placing a PNCI Referral
The platform which a banker uses to create a new PNCI Referral.
What is EDGE?
This tool helps begin the SIR conversation.
What is SIR Insights?
This is a FDIC Insured product your FA can sell.
What are Brokered CD's?
The three requirements for a referral to be considered Qualified.
What is TIM. Time, Interest, and Money.
True or False. You are allowed to place PNCI referrals on yourself, family members, and close friends.
What is FALSE?
At least 60% of all new PNCI referrals are to have this scheduled at the time the referral is placed on the system.
What is an appointment?
Where I would look to confirm credit for referral?
What is Perform? (We will except TIM)
An investment product which guarantees lifetime income.
What is an annuity?
This is what QIA stands for and results in ____ for the referrer.
What is a Qualified Investment Appointment and 25.00 award.
The tool used to resolve sales and referred revenue disputes.
What is the HUB?
The last step in placing a new PNCI Referral.
What is The opportunity email sent to the BM, FA, RM, and Regional SIR champ?
Where I should keep track of my opportunities.
What is One Note?
Capital Directions is an example of this type of PNCI account.
What is a managed account?
An appointment must occur within _____ days of the referral in order for it to count as a QIA.
What is 90 days? (it also must be updated in the system in this time frame as well)
The coolest SIR champion in the Laurel Valley.
Who is Beau? (Munish = half credit)
I should check this in EDGE before introducing my Branch FA. (As in an Instant Referral example)
What is, whether the client already has a PNCI Relationship / Advisor Assigned.
This tool helps the client gather their financial information and should be emailed prior to appointment.
What is the Financial Planning Profile?
The two most common types of investments.
The timeframe in which Referred Revenue is credited for a new PNCI client.
What is an account must be opened within 180 days of the referral creation date and the RR will track for 1 year from the account opening date?
The dollar amount PNC uses to differentiate between referring to PNCI and Private Bank.
What is 3 Million?
The Line of Business chosen for a new PNCI Referral.
What is Retail Distribution?
The financial planning software the FA uses.
This type of product protects the clients financial plan from failure.
What is insurance?
The difference in Referred Revenue for existing and new PNCI accounts.
What is existing accounts must have new assets added within 180 days of the referral creation date and are tracked for only those 6 months. New accounts must be opened within 180 days of the referral creation date and will track for 1 year after account opening.
The monthly QIA goal for each individual branch employee.
What is, the BM / ABM 1 per month with 50% participation. RB 4 per month. Branch Banker 2 per month. Teller 0 per month.