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