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Fund Connect Flow Chart (FCFC) - Business...a SelectSmart.com Flowchart
Business. Fund Connect Flow Chart (FCFC)
By Alexandre_Swayne
Viewed 911 times since July 2013.


This SelectSmart.com Business. flowchart, a free online decision tool is a creation of Alexandre_Swayne and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.


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Hello this is (______) with State Street Bank, how are you?

I wanted to confirm some information as I am a part of an initiative that State Street Bank is making to reach out to its existing clients and neighbors. Do you have a moment to clarify two quick questions?



NO
YES
I apologize for disturbing you - could I schedule a time with you that is more convienent?

The first Question is that you are the (state their position), is this true?

NO
I'm happy I called to verify this information. For our records, can you give me your updated title ?


NO
YES
YES
No worries, thank you for your time - goodbye

(let them pick the time and then HANG UP THE PHONE)

The second question is asking for you to give an introduction to your short term cash investment strategy, specifically via money market funds.


YES
NO
Could you direct me to someone on your team that could entertain this question?

NO
No worries, could I schedule a time with you that is more convienent?


State Street has taken the feedback of its current clients seeking to better service and equip them in this specific area via our Fund Connect team. Which Money Fund Portal are you currently using?

NO
YES
NO
YES
No worries, thank you for your time - goodbye

Thank you

(let them pick the time and then HANG UP THE PHONE)

May I send you a top level brochure of State Street's Fund Connect Portal that we are offering to our current clients for free?

(If they do have a portal)

During your search process for a portal, how could State Street's Fund Connect portal have been a stronger candidate?

YES
NO

(Take their e-mail)

thank you - I will send that right over. I do not want to take up to much of your time , do you have any questions?

No worries, thank you for your time - goodbye

I would like to bring this up in our sales meeting at the end of the week.

YES
NO
(answer them and then get off the phone)

Great speaking with you (their name). I will send over the information.
Have a great Day

(follow up in 7 business days)