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Category: Retention

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

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

Phone scripts for CD Retention

September 23, 2022
September 23, 2022
Customer Experience, Standard Operating Procedures, CDs, Retention, CDs
CD, Retain, outbound call, CD Retention, Save, phone, scripts, Inbound call, SCRIPTING

What are the different statuses of an application?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, IRAs, Mantl, CDs, New Applicant
Application status

What are the responsibilities of CX Team to Retain the customer?

September 22, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, CD close out, CD Retention, Responsibility, CD Retention process

Can a Non-U.S address be used for account opening?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Money Market, CDs, New Applicant
Non U.S address
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