Re: Client - Jocelyne Monty (Montreal)

From
Joey Taylor <joey.taylor@thekey.com>
To
Elizabeth Clark <eclark@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>
Date
2024-05-16 09:37:16
Folder
INBOX
Hey Elizabeth,

I don't believe this was EFT, it's a wire payment. She was a client before
I started with TheKey so this has been set up for a long time.
Would something be different for a wire payment?

On Thu, May 16, 2024 at 9:34 AM Elizabeth Clark <eclark@thekey.com> wrote:

> Hi Joey
>
> Do you happen to know more about her last payment that did something
> different? We don’t have the ability to change where an etransfer is sent,
> and she doesn’t have to use VP as we’ve shared on calls, so I want to make
> sure we’re compartmentalizing her feedback and deescalating where we can.
>
> She can get the email, view the PDF attached, and send etransfer like
> usual (although we are going to redirect those to the Vancouver bank here
> shortly).
>
> Any additional context you can provide would be super helpful, especially
> if her English is a bit limited.
>
> Happy to get on a conference call with her and you too, if needed.
>
>
> Pardon my brevity, Sent from my iPhone
>
> On May 16, 2024, at 6:29 AM, Joey Taylor <joey.taylor@thekey.com> wrote:
>
> 
> Good Morning,
>
> I have an issue with a current client (tier 1 VIP client). They normally
> pay by wire transfer. Her last payment did something different and she is
> very upset (it went to a different area and she does not understand). She
> wants to continue paying by wire.
>
> The caller is Lise who handles the Monty family finances. She speaks some
> English. She would like a call back from someone from billing to explain
> what happened and the process going forward with her wire transfers. She is
> not a fan of VersaPay as it's complicated for someone her age she
> expressed.
>
> Lise: 514-972-0900
>
> If someone can call her urgently who has access to all this information.
>
>
> Joey Taylor
>
> *Directeur Général/**General Manager*
>
> 514-907-5065
>
> TheKey.ca   <https://thekey.ca/>
>
> [image: TheKey]
>
>

-- 

Joey Taylor

*Directeur Général/**General Manager*

514-907-5065

TheKey.ca   <https://thekey.ca/>

[image: TheKey]

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