--000000000000f5c97306297a7997 Content-Type: multipart/alternative; boundary="000000000000f5c97106297a7996" --000000000000f5c97106297a7996 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Elizabeth, Thanks for the explanation. I=E2=80=99ve updated the contact to *paymentapplication@thekey.com* and disabled auto-deposit as requested. Let me know if there=E2=80=99s anything else you need. Regards, Chuck On Tue, Dec 17, 2024 at 9:24=E2=80=AFAM wrote: > Hi Chuck- > > > > The payment application email will not be associated with any bank, the > whole point is to prevent deposits to CIBC by adding an email that is not > associated with the bank so we=E2=80=99re aware because it creates a FD t= icket, and > we can call the client to redirect. > > > > We want to tell clients to send to etransfer@thekey.com, but to Tims > point we=E2=80=99re required to replace the email address in CIBC with an= other, so > we=E2=80=99re using one we know is not connected to any bank. > > > > - Additionally, @Chuck Terlesky will disable > eTransfer auto-deposit > - The goal with the above two items is to prevent any clients from > sending funds to CBIC by creating a FreshDesk ticket. > - Lisa Barker will own notifying Collections and Chuck of any > future attempts to send cash to the CBIC account so it can be addre= ssed. > > > > > > Kind regards- > > > > Elizabeth Clark > > Director > > CI & Transformation > > Finance Onboarding & Experience > > Collections > > Billing Help Desk > > > > *TheKey* > > Office|Cell : 619-822-4855 > > eclark@thekey.com > > > > *TheKey.com * > > > > [image: TheKey] > > > > > > > > > > > > > > *From:* Chuck Terlesky > *Sent:* Tuesday, December 17, 2024 8:21 AM > *To:* Kate Goodrich > *Cc:* Elizabeth Clark ; Laszlo Kovacs laszlo.kovacs@thekey.com>; Timothy Thomas ; Lisa Barker lisa.barker@thekey.com>; Lito Delapena > *Subject:* Re: eTransfer & Wire Updates Needed- CIBC & BMO > > > > Hi Lisa, > > Would it be better to hold off on updating the email with *CIBC* to *paym= entapplication@thekey.com > *? Since we only have two clients using > e-transfers, waiting until the email address is officially associated wit= h > JP Morgan could help avoid any unnecessary confusion for them. > > From a client experience perspective, asking them to update their > e-transfer banking processes now to paymentapplication@thekey.com=E2=80= =94only to > require another change to etransfer@thekey.com in early 2025=E2=80=94coul= d feel > unnecessarily disruptive. Additionally, requiring the two clients to crea= te > and send passwords for e-transfer deposits introduces extra steps that ma= y > lead to frustration. > > Given that e-transfer usage is minimal, maintaining the current process > for now would help ensure a smoother, more client-friendly experience unt= il > the full transition to JP Morgan. > > Please let me know your thoughts. I=E2=80=99m happy to move forward but j= ust > considering the client experience. > > Chuck