This is a multipart message in MIME format. ------=_NextPart_000_0F76_01DB505D.0FE7ED40 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0F77_01DB505D.0FE7ED40" ------=_NextPart_001_0F77_01DB505D.0FE7ED40 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Chuck- =20 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 ticket, and we can call the client to redirect.=20 =20 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 another, so we=E2=80=99re = using one we know is not connected to any bank.=20 =20 * 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.=20 * Lisa Barker will own notifying Collections and Chuck of any future = attempts to send cash to the CBIC account so it can be addressed.=20 =20 =20 Kind regards- =20 Elizabeth Clark=20 Director CI & Transformation Finance Onboarding & Experience Collections Billing Help Desk =20 TheKey Office|Cell : 619-822-4855 eclark@thekey.com=20 =20 TheKey.com =20 =20 =20 =20 =20 =20 =20 From: Chuck Terlesky =20 Sent: Tuesday, December 17, 2024 8:21 AM To: Kate Goodrich Cc: Elizabeth Clark ; Laszlo Kovacs = ; Timothy Thomas ; Lisa Barker = ; Lito Delapena Subject: Re: eTransfer & Wire Updates Needed- CIBC & BMO =20 Hi Lisa, Would it be better to hold off on updating the email with CIBC to = paymentapplication@thekey.com? Since we only have two clients using = e-transfers, waiting until the email address is officially associated = with 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=94could feel unnecessarily disruptive. Additionally, = requiring the two clients to create and send passwords for e-transfer = deposits introduces extra steps that may 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 = until the full transition to JP Morgan. Please let me know your thoughts. I=E2=80=99m happy to move forward but = just considering the client experience. Chuck =20 On Tue, Dec 17, 2024 at 6:50=E2=80=AFAM Kate Goodrich = > wrote: Bank letter has been shared with Collections team. =20 On Mon, Dec 16, 2024, 9:05=E2=80=AFPM > wrote: Hello All- =20 Updating this thread with the progress I am aware of. Please comment as = to the status of your specific action items.=20 =20 CIBC: * Workers Comp Payments: * Debits from th