Digital Banking Solutions Flashcards

1
Q

Clients can schedule an appointment using online or mobile banking.

A

True

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2
Q

Clients can only use Zelle to send money to someone who has a Bank of America checking account.

A

False

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3
Q

What is the benefit of Zelle to Bank of America Clients?

A

Send/receive money directly to bank accounts

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4
Q

What is the benefit of using the digital wallet for a client? Where can you use the digital wallet?

A

Use phone as replacement debit card

Use tap to pay

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5
Q

The online and mobile banking simulators. How will this help the client?

A

Manage card settings
Eat up alerts
View transactions

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6
Q

What is life plan?

A

Create a plan to make short and long term financial goals

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7
Q

Who is eligible for Life Plan?

A

Consumer
One username
Enrolled in mobile Banking

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8
Q

How does a client start their life plan?

A

Mobile app
Click life plan
Click goals you want set

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