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Category: CDs

Close CD W/Penalty and Open New QB Account Overview

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

Closeout Wire Transfer Request

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

Customer Retention For CDs Phone Script

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

Customer Retention CD Email Templates

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

Customer Retention for CDs Overview

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

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

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

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

Who will receive a 1099 form?

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

When is the 1099 form mailed out?

September 29, 2022
February 2, 2024
CDs, Customer Experience, Document Requests, Horizon, Interest, Money Market, Standard Operating Procedures, 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
CDs, Customer Experience, External Transfers, Interest, Standard Operating Procedures
Accrued interest, ACH External Transfer, CD, CD interest earned, CDs, CDs Interest, External Transfer, Interest, Internal Transfer, monthly interest, Transfer, transfer interest
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