RE: Cheque deposit cadence

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>, "'Ali Malik'" <ali.malik@thekey.com>
CC
"'Sharon Speirs'" <sspeirs@thekey.com>
Date
Fri, 28 Jul 2023 08
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_01A8_01D9C131.624F6930 Content-Type: multipart/alternative; boundary="----=_NextPart_001_01A9_01D9C131.624F9040" ------=_NextPart_001_01A9_01D9C131.624F9040 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Tim & Ali   Thanks for your efforts on this. Disappointing this is occurring at such = an infrequent cadence and driving customer issues w/balance and = collections calls. We have a meeting on Monday to discuss CAD = disbursements from these various accounts, as we need to ensure = redirecting all checks wont cause the accounts to go negative.    As soon as we can make that switch to the invoices sent from ClearCare = we will.      Elizabeth Clark  Director, CI & Transformation Long Term Care Insurance, Onboarding   TheKey       From: Timothy Thomas   Sent: Thursday, July 27, 2023 9:48 AM To: Ali Malik Cc: Sharon Speirs ; eclark@thekey.com Subject: Re: Cheque deposit cadence   Why dont we use the lockbox?   On Thu, Jul 27, 2023 at 12:21 PM Ali Malik > wrote: Carolina is the only one that has access and the cheques are being = mailed to the office . She would go in monthly and deposit the cheques = that were in the mail at the office.   If Sharon is going to take it over, we would need Carolina to get her = access and train her with the scanner at the office.    We can make deposits from anywhere but the issue is going and picking up = the cheques from the office, since someone would be going anyways, they = can just use the scanner at the office to deposit.   thank you,   On Thu, Jul 27, 2023 at 12:12 PM > wrote: Is there a reason we’re doing it monthly historically if we = could scan them? Now that Carolina is out, can we not make a physical = deposit in the branch?    From: Ali Malik >  Sent: Thursday, July 27, 2023 8:36 AM To: eclark@thekey.com   Cc: Sharon Speirs >; = Timothy Thomas > Subject: Re: Cheque deposit cadence   Hey Elizabeth,   Carolina is the only one depositing the cheques, She has full admin = access to the BMO, I also have access to BMO to but not admin. I believe = the cheque scanner is at the office.    What we can get setup on is virtual deposit. Meaning an individual has = the bmo app and deposit cheques through phone scan? That might be an = option. Or alternatively, Carolina would need to train Sharon once she = is back.    thank you,             On Thu, Jul 27, 2023 at 11:20 AM > wrote: To clarify, no one has the information required to deposit checks to the = bank until 8/7. I thought Carolina also has no access to the bank?   From: Sharon Speirs >  Sent: Thursday, July 27, 2023 7:09 AM To: Elizabeth Clark > Cc: Timothy Thomas > Subject: Cheque deposit cadence   Good morning Elizabeth  I apologize for not accepting the meeting and I should have reached out = sooner. I am happy to deposit cheques in the future but a