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How Can I Get Advice?
How Can I Give Advice?
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Add Funds Alert
What is the Add Funds Alert?
The Alert lets advisors and customers know while they're on the phone that the customer is 60 seconds away from running out of money in his or her account, at which point he or she will be prompted to add additional funds to his or her account.
Who will hear the Add Funds Alert?
Both the advisor and the customer will hear the alert.
What should I do when I hear the Add Funds Alert?
Prepare your customer for the interruption before they're prompted to add to their account.
What does the Add Funds Alert sound like?
It's a short message. |
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