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Tag: CD

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

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

Phone scripts for CD Retention

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

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

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

CX Closed Any Balance with/without Accrued Interest

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

CX CD New Rates and Closure Items

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

When can a client send us a CD closeout request?

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

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

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