Frontline Series: Opening & Maintaining Consumer Accounts

There’s a lot of focus on how to open consumer accounts. But what about ongoing maintenance? Since consumers and their needs continually change, the frontline must be ready for the multitude of questions that arise. If only accounts and consumers were static! This webinar will explain how to address changes related to names, ownership, product types, and more.

What happens when there is a marriage or divorce? What if an owner needs to be added? What if the accountholder wants to change to a different product? All of these issues will be addressed during this jam-packed program where you’ll learn how to handle the lifecycle of change for accountholders from birth to death.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.