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