Goal5-stepProcessAssetAllocationRelationshipManagerClientExperienceIndex(CEI)ProtectionOnlineAccountAccessCashManagementMultipleAccountsInvestmentsReferralsAn IdealClientExperienceOpportunitiesTabNeedsProtectionTODFive-starRelationshipMeasureMoneyMarketTwoStarsSolutions-basedAdviceTailoredsolutionsCoreServicesInsuredBankDepositMyBranchAssetsPaying forEducationLiving inRetirementZeroStarsPortfolioThreeStarsDeeplyServedLoyaltyShareofWalletAnnuityGoal5-stepProcessAssetAllocationRelationshipManagerClientExperienceIndex(CEI)ProtectionOnlineAccountAccessCashManagementMultipleAccountsInvestmentsReferralsAn IdealClientExperienceOpportunitiesTabNeedsProtectionTODFive-starRelationshipMeasureMoneyMarketTwoStarsSolutions-basedAdviceTailoredsolutionsCoreServicesInsuredBankDepositMyBranchAssetsPaying forEducationLiving inRetirementZeroStarsPortfolioThreeStarsDeeplyServedLoyaltyShareofWalletAnnuity

Solutions University - Buzzword 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
  1. Goal
  2. 5-step Process
  3. Asset Allocation
  4. Relationship Manager
  5. Client Experience Index (CEI)
  6. Protection
  7. Online Account Access
  8. Cash Management
  9. Multiple Accounts
  10. Investments
  11. Referrals
  12. An Ideal Client Experience
  13. Opportunities Tab
  14. Needs
  15. Protection
  16. TOD
  17. Five-star Relationship Measure
  18. Money Market
  19. Two Stars
  20. Solutions-based Advice
  21. Tailored solutions
  22. Core Services
  23. Insured Bank Deposit
  24. My Branch
  25. Assets
  26. Paying for Education
  27. Living in Retirement
  28. Zero Stars
  29. Portfolio
  30. Three Stars
  31. Deeply Served
  32. Loyalty
  33. Share of Wallet
  34. Annuity