Digital Banking Solutions Flashcards
Clients can schedule an appointment using online or mobile banking.
True
Clients can only use Zelle to send money to someone who has a Bank of America checking account.
False
What is the benefit of Zelle to Bank of America Clients?
Send/receive money directly to bank accounts
What is the benefit of using the digital wallet for a client? Where can you use the digital wallet?
Use phone as replacement debit card
Use tap to pay
The online and mobile banking simulators. How will this help the client?
Manage card settings
Eat up alerts
View transactions
What is life plan?
Create a plan to make short and long term financial goals
Who is eligible for Life Plan?
Consumer
One username
Enrolled in mobile Banking
How does a client start their life plan?
Mobile app
Click life plan
Click goals you want set