What is the last option if customer is unable to access the website after walking them through forgot password section and sending forgot password link via email?
Reset the password to the customer's zip code in Advantage.
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20
Identify 3 benefits of auto renew?
Locks in the price, customer will never miss an issue and less hassle of calling back to get a subscription
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15
What are the acceptable responses for customers inquiring about a lawsuit?
I don’t know, I’m not aware of that; Our legal department has advised us not to comment
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banana
Go to last place!
Oops!
magnet
Take 15 points!
Okay!
gift
Win 25 points!
Okay!
thief
Give points!
5
10
15
20
25
lifesaver
Give 20 points!
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star
Double points!
Okay!
rocket
Go to first place!
Okay!
banana
Go to last place!
Oops!
15
Name 2 major stock markets commonly mentioned in the recommendations
NYSE and NASDAQ
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15
Where do we find the recommendation in the newsletter
Ctrl F + Action to take
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5
What tool is used for remote trainings, meetings and for additional chat assistance when taking in calls?
MS Teams
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heart
Other team wins 20 points!
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rocket
Go to first place!
Okay!
fairy
Take points!
5
10
15
20
25
banana
Go to last place!
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5
___ involves the use of social engineering over the phone to gather financial or personal information from the target.
Vishing / voice phishing
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25
Name 6 things that we should never read or share to customers.
Never read card number back; never give financial advice; never recommend specific brokers; never guarantee ROI; never read articles out loud and ticker symbols
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15
Name 3 uses of Verint
check schedule; view quality scores & previous coaching from sup; request for time off
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5
What are the 2 tools that can be accessed without VPN?
KO and LU
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15
What are the 3 information that you need to enter when creating the control group?
Order control group ID, Description and order source
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5
True or False. We can login on behalf of the customer if they're having website login issues.
