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WISE/Referral Management

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WISE Referral Management Quiz

Test your knowledge of the WISE Referral Management system with our comprehensive quiz! This quiz is designed for professionals looking to enhance their understanding of referral processes, opportunities, and the integration of various banking systems.

12 engaging questions
Immediate feedback on your answers
Perfect for those in Sales and Management roles

12 Questions3 MinutesCreated by NavigatingCloud541

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Retail Referrals from Salesbuilder are loaded in as

Opportunities

Prospects

Clients

Leads

When changing referral information in Opportunities (sourced from Salesbuilder), the following error message shows up

Referral fields have been locked when an Opportunity is a SalesBuilder Opportunity or Stage is Closed Won

Referral fields have been locked when an Opportunity is a SalesBuilder Opportunity or Stage is Closed Lost

Referral fields should be locked when an Opprtunity is a Retail Opportunity

Referral fields cannot be locked when an Opportunity is a Retail SalesBuilder Opportunity

. For an Inter-wealth Referral, the following Referral fields should be populated

Referral Type= Scotia Wealth Management & External Referrer field

Referral Type = BNS Partner & Referred by Scotiabank Employee field

Referral Type = BNS Partner & Internal Referrer field

. Referral Type = Scotia Wealth Management & Internal Referrer field

The Parent Opportunity field should be populated when

There is an issue with an Opportunity and information can be sourced from another Opportunity

When a previous retail referred Opportunity was closed (won) within the last 24 months so that Retail can get credit for their referral

When a WMC thinks that an opportunity is worthy of Retail credit

When a previous retail referred Opportunity was closed (won) within the last 12 months so that Retail can get credit for their referral

Financial Accounts can be attached to the Opportunity

Only when the Opportunity is Closed won

At any stage before Closed-Won, as long as a client has been on-boarded correctly

Financial Accounts cannot be attached to Opportunities

When a Referral is from Retail

When a Referral is Self-Sourced (not an inter-wealth or Add-on):

No additional Referral fields should be filled

Only the Parent Opportunity field needs to be filled

Only the External Referrer field needs to be filled

Opportunities cannot be self-sourced

At present Outbound Referrals:

Are integrated with a connection to Commercial Banking

Are not integrated and require the user to manually follow up and change the opportunity stage

Can only be sent to Bank Partners outside of Scotia Wealth Management

Are fed weekly from Salesbuilder and come into FSC as Leads

For Opportunity Migration,

Notes and Files are migrated from the WISE closed won Opportunity table files whereas Opportunity information is sourced from SPCG/ADSR instances

Notes and Files are migrated from SPCG/ADSR whereas Opportunity information is sourced from WISE closed won Opportunity table

All 'Open' Opportunities are migrated from SPCG/ADSR instances and no information is sourced from WISE

Notes and Files are migrated from SPCG whereas Opportunity information are sourced from WISE closed won Opportunity table. No Opportunities are migrated from ADSR

When an Opportunity fails WISE validation, the status is changed to:

Validated

Exception

Override – Approved

Override – Rejected

When is the Validation Date Populated?

When the Validation status changes to ‘Validated’. It populates the current date and may be used for reporting

When the user believes the Opportunity to be validated

Immediately after the Opportunity has been closed-won

When the WISE admin manually enters the Validation date in each opportunity (this field cannot be filled by the end-user)

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