Submitteda 5 keysthis week ADH up5% fromyesterday helped aEntertainer Referred aclient to acompetenttax advisorhelped aControllerAHT down60s fromyesterday Had a zoommeetingwithanother rep Made aclientlaugh onthe call Explainedsettlementtimes Receiveda 5 keythis week ADH forthe day is95% orabove 100%adherencefor the day Answeredanoptions Q Received acall aboutretailbanking CDReceivedno qualityalerts forthe month ProvidedbalanceonlyAsked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders Provided 5or morestock quotesin one callDe-escalatedacomplaintSaid goodmorning/afternoonin team chat Answereda marginQ Received acall reviewwith a100% scoreChangeda clientsaddress inICAMS walked aclientthroughchase.comIntroduce yourself toKathleen/Management Client madea joke aboutthe stockmarket Explaineda goodfaithviolationRecappedall mycallsexplainedthat RMDsare notrequired for2020 helpedaFeeler Took over25 calls inone day AHT forthe day is480 orbelow explainedthedifferencebetween YITand YIPJoineda BRG Used lessthan 10minutes ofpersonal timein one day Participatedin a ESATactivity thismonth Receivepraise froma clienttodayhelpedaThinkerAnswered 3Symphonyquestionstoday Made smalltalk with theclient (i.e.how are you)ACWunder 60sfor a day Reiteratedclient Q'sbeforeauthenticatingSubmitteda 5 keysthis week ADH up5% fromyesterday helped aEntertainer Referred aclient to acompetenttax advisorhelped aControllerAHT down60s fromyesterday Had a zoommeetingwithanother rep Made aclientlaugh onthe call Explainedsettlementtimes Receiveda 5 keythis week ADH forthe day is95% orabove 100%adherencefor the day Answeredanoptions Q Received acall aboutretailbanking CDReceivedno qualityalerts forthe month ProvidedbalanceonlyAsked theclients if theyneededanythingelseExplained thedifferencebetweenmarket andlimit orders Provided 5or morestock quotesin one callDe-escalatedacomplaintSaid goodmorning/afternoonin team chat Answereda marginQ Received acall reviewwith a100% scoreChangeda clientsaddress inICAMS walked aclientthroughchase.comIntroduce yourself toKathleen/Management Client madea joke aboutthe stockmarket Explaineda goodfaithviolationRecappedall mycallsexplainedthat RMDsare notrequired for2020 helpedaFeeler Took over25 calls inone day AHT forthe day is480 orbelow explainedthedifferencebetween YITand YIPJoineda BRG Used lessthan 10minutes ofpersonal timein one day Participatedin a ESATactivity thismonth Receivepraise froma clienttodayhelpedaThinkerAnswered 3Symphonyquestionstoday Made smalltalk with theclient (i.e.how are you)ACWunder 60sfor a day Reiteratedclient Q'sbeforeauthenticating

Investment Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Submitted a 5 keys this week
  2. ADH up 5% from yesterday
  3. helped a Entertainer
  4. Referred a client to a competent tax advisor
  5. helped a Controller
  6. AHT down 60s from yesterday
  7. Had a zoom meeting with another rep
  8. Made a client laugh on the call
  9. Explained settlement times
  10. Received a 5 key this week
  11. ADH for the day is 95% or above
  12. 100% adherence for the day
  13. Answered an options Q
  14. Received a call about retail banking CD
  15. Received no quality alerts for the month
  16. Provided balance only
  17. Asked the clients if they needed anything else
  18. Explained the difference between market and limit orders
  19. Provided 5 or more stock quotes in one call
  20. De-escalated a complaint
  21. Said good morning/afternoon in team chat
  22. Answered a margin Q
  23. Received a call review with a 100% score
  24. Changed a clients address in ICAMS
  25. walked a client through chase.com
  26. Introduce yourself to Kathleen/Management
  27. Client made a joke about the stock market
  28. Explained a good faith violation
  29. Recapped all my calls
  30. explained that RMDs are not required for 2020
  31. helped a Feeler
  32. Took over 25 calls in one day
  33. AHT for the day is 480 or below
  34. explained the difference between YIT and YIP
  35. Joined a BRG
  36. Used less than 10 minutes of personal time in one day
  37. Participated in a ESAT activity this month
  38. Receive praise from a client today
  39. helped a Thinker
  40. Answered 3 Symphony questions today
  41. Made small talk with the client (i.e. how are you)
  42. ACW under 60s for a day
  43. Reiterated client Q's before authenticating