Give out a timebound agenda Send an e-kit to a client Use RepWebView Leave a note in Salesforce Help a client add an authorized user Complete a password reset Warm transfer a client to another associate Add Symantic VIP Access to an account Express transfer a client to another associate Thank a client for choosing Fidelity Give ownership or role statement Use glance with a client Perform manual verification Complete high-risk transaction verification Use Help Desk on a call Help a client update beneficiaries Enroll a client in Fidelity MyVoice Show a client how to view statements Provide a quote for a security Update address or phone number Client fails verification Direct the client to use the website Make an outbound call/OTP Provide an account's balance Give out a timebound agenda Send an e-kit to a client Use RepWebView Leave a note in Salesforce Help a client add an authorized user Complete a password reset Warm transfer a client to another associate Add Symantic VIP Access to an account Express transfer a client to another associate Thank a client for choosing Fidelity Give ownership or role statement Use glance with a client Perform manual verification Complete high-risk transaction verification Use Help Desk on a call Help a client update beneficiaries Enroll a client in Fidelity MyVoice Show a client how to view statements Provide a quote for a security Update address or phone number Client fails verification Direct the client to use the website Make an outbound call/OTP Provide an account's balance
(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.
Give out a timebound agenda
Send an e-kit to a client
Use RepWebView
Leave a note in Salesforce
Help a client add an authorized user
Complete a password reset
Warm transfer a client to another associate
Add Symantic VIP Access to an account
Express transfer a client to another associate
Thank a client for choosing Fidelity
Give ownership or role statement
Use glance with a client
Perform manual verification
Complete high-risk transaction verification
Use Help Desk on a call
Help a client update beneficiaries
Enroll a client in Fidelity MyVoice
Show a client how to view statements
Provide a quote for a security
Update address or phone number
Client fails verification
Direct the client to use the website
Make an outbound call/OTP
Provide an account's balance