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Category: CDs

Close CD W/Penalty and Open New QB Account Overview

May 17, 2023
May 30, 2023
Customer Experience, Standard Operating Procedures, CDs, Closed Account Requests, Retention, CDs, Voluntary
New Account Opening, Close CD w/Penalty, Close CD with Penalty, Close CD and Open New CD, Open New QB CD with Cd, Close CD with Penalty and Open New QB Account, Voluntary closeout, Voluntary Account Closure, New CD Account

Closeout Wire Transfer Request

May 17, 2023
May 30, 2023
Customer Experience, CDs, Money Market, Wires, Closed Account Requests, Voluntary, Involuntary
wire, wire transfer, closeout wire, Closeout request, Wire Transfer Request, Closeout Wire Transfer Request, Closeout Wire Transfer

Customer Retention For CDs Phone Script

April 21, 2023
April 24, 2023
Customer Experience, CDs, Hubspot, Retention, CDs
CD Retention, CD Retention Script, Customer Retention, CD Customer Retention, CD Retention Phone Script, CD Retention Phone, Customer Retention Phone, Customer Retention Script, Customer Retention Phone Script, CD Customer Retention Script, CD Customer Retention Phone Script

Customer Retention CD Email Templates

April 21, 2023
April 24, 2023
Customer Experience, CDs, Horizon, Hubspot, Retention, CDs
email template, Retention, CD Retention, Customer Retention, CD Template, CD Email Template, Retention Email, Retention Template, Customer Retention Email Template, Customer Retention Email, Customer Retention Template

Customer Retention for CDs Overview

April 21, 2023
April 24, 2023
Customer Experience, CDs, Horizon, Hubspot, Retention, CDs
CD, Retention, Customer Retention, Customer

How Do I Create A CD Customer Retention Hubspot Ticket/Email Templates?

April 19, 2023
April 24, 2023
Customer Experience, Standard Operating Procedures, CDs, Horizon, Hubspot, Retention, CDs
CD, Retention, CD Retention Hubspot, CD Retention Email, CD Retention Template, CD Retention Script

Can the client transfer the close-out funds from a Quontic Certificate of Deposit(CD) into another CD held at a different institution?

October 21, 2022
October 24, 2022
Customer Experience, Standard Operating Procedures, CDs, Closed Account Requests, CDs, Voluntary
CD, Certificate of Deposit, Close CD, CD closeout, CD transfer

Who will receive a 1099 form?

September 29, 2022
January 31, 2024
Customer Experience, Standard Operating Procedures, CDs, Horizon, Interest, Document Requests, Tax Forms
Joint Owner Hubspot

When is the 1099 form mailed out?

September 29, 2022
February 2, 2024
Customer Experience, Standard Operating Procedures, CDs, Money Market, Horizon, Interest, Document Requests, Tax Forms
1099, 1099 request

Can a client withdraw their monthly interest from their Quontic Certificate of Deposit (CD)?

September 29, 2022
December 12, 2023
Customer Experience, Standard Operating Procedures, CDs, External Transfers, Interest
External Transfer, Transfer, CD, Interest, Internal Transfer, CD interest earned, CDs, Accrued interest, monthly interest, transfer interest, CDs Interest, ACH External Transfer
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