Customer Validation
Customer Account ID:
Chat
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John Doe
Hello, Are you there?
Just now
1 -
Danny Smith
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5 mins ago
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Alex Steward
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Yesterday
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Ashley Olsen
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Yesterday
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Kate Moss
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Yesterday
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Lara Croft
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Yesterday
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Brad Pitt
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2 days ago
Tasks
| Client | Activity | Created By | |
|---|---|---|---|
| John Doe | New wire transfer request | Client | |
| Alex Steward | New care loan request | Client | |
| Candy Jason | New MasterCard request | Client | |
| Larry Byrd | Documents required | Risk Department |
Schedule
Today
10:30- 11:30
Car loan options with Sarah Smith
15:00- 16:00
Weekly meeting
Tomorrow
09:00- 11:00
Corporate Tax Guidelines training
11:30- 12:30
Alex Steward
Productivity
Your level - Engager
Cards
Insightful tips provided to help make a new offer
Loans
Insightful tips provided to help make a new offer
Insurances
Insightful tips provided to help make a new offer
Savings
Insightful tips provided to help make a new offer