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Category: Horizon

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

Is there a statement for the Bitcoin Rewards?

March 29, 2023
April 18, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Horizon, Hubspot
NYDIG, Bitcoin rewards, monthly statement, Statement, weekly statement

Can a mortgage customer create an online account?

October 7, 2022
July 6, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Horizon, Web Admin, Mortgage, Online Banking
webadmin, online banking, Mortgage

What is an ACH debit?

October 7, 2022
October 24, 2022
Customer Experience, Standard Operating Procedures, Money Market, Horizon
ACH, Stop Payment, ACH Debit

Can a stop be placed on an ACH debit?

October 7, 2022
October 13, 2022
Customer Experience, Standard Operating Procedures, Money Market, Account Maintenance, Horizon, Special Request
ACH, Stop Payment

How does a customer enroll in OLB with a duplicate profile on Horizon?

October 4, 2022
October 4, 2022
Customer Experience, Horizon, Customer Tools, Online Banking Portal, New Applicant
OLB, duplicate profile, OLB error, not able to enroll

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
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