This bingo card has a free space and 34 words: Living in Retirement, Five-star Relationship Measure, An Ideal Client Experience, Client Experience Index (CEI), Portfolio, Tailored solutions, Needs, Deeply Served, Relationship Manager, My Branch, 5-step Process, Opportunities Tab, Paying for Education, Money Market, Insured Bank Deposit, Referrals, Assets, Loyalty, Two Stars, Zero Stars, Annuity, Protection, Goal, Share of Wallet, Solutions-based Advice, Core Services, Investments, Protection, Cash Management, Multiple Accounts, Asset Allocation, TOD, Online Account Access and Three Stars.
⚠ This card has duplicate items: Protection (2)
Solutions University Buzzword Bingo | Buzz Word | SFBT Bingo | CX DAY 2021 BINGO | Sponsorship
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