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
What are the 3 information that you need to enter when creating the control group?
Order control group ID, Description and order source
When should we balance and release the control group?
Before going to lunch and before end of shift
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
Name 2 major stock markets commonly mentioned in the recommendations
NYSE and NASDAQ
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.
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
Where do we find the recommendation in the newsletter
Ctrl F + Action to take
What are the 2 tools that can be accessed without VPN?
KO and LU
___ involves the use of social engineering over the phone to gather financial or personal information from the target.
Vishing / voice phishing
Name 3 uses of Verint
check schedule; view quality scores & previous coaching from sup; request for time off
What is the meaning of EWOF?
Emergency Web Order Form
What tool is known as the phone system?
Five9
What are the 3 categories that Agora group of companies focus on?
Health, Financial and Travel
True or False. We can login on behalf of the customer if they're having website login issues.
False.
What is the control group initials for ECC ambassador?
CEXXX
Name the tools we use to enter the card information
ADV and EWOF
What tool is used for remote trainings, meetings and for additional chat assistance when taking in calls?
MS Teams
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