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CD Closeout

Tag: CD

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

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

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 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

CX Closed Any Balance with/without Accrued Interest

September 22, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, Closed account, Retention, CD Retention, CX closed, Accrued interest

CX CD New Rates and Closure Items

September 22, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, Close CD, Retention, New Rates, CD Retention, Save, Closure items, close cd request

When can a client send us a CD closeout request?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Quality Assurance, Retention, CDs
CD, Close CD, Penalty, Maturity, Date, CD close out, Ten day, Grace period

How much can we offer the customer to retain their CD?

September 21, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Quality Assurance, Retention, CDs
CD, Retain, offer, 10 basis, rates, current rates
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