RE: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Team,

Just following up on my email below. Appreciate your thoughts.

[cid:image001.gif@01DB5079.BE7B0600]
Tamara

We aim to exceed your expectations. Tell us how we are doing @ better together<https://jpmccb.co1.qualtrics.com/jfe/form/SV_1TBsbiyRgCSBdaJ>

Tamara Dunham MBA -She/Her/Hers| Vice President | International Onboarding Specialist | Client On-boarding| Commercial Banking | J.P. Morgan | T: 212 552 4642 | tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com> |  www.jpmorgan.com/commercial<http://www.jpmorgan.com/commercial>

JPMorgan Chase Bank, N.A., organized under the laws of  U.S.A. with limited liability

*** UPCOMING OUT OF OFFICE ***
Dec 20th, Dec 25th through  Jan 1st (Returning Jan 2nd)

US Bank Holidays:  May 27th;  Jun 19th;  Jul 4th;  Sept 2nd;  Nov 11th, 28th;  Dec 25th



From: Dunham, Tamara (CB, USA)
Sent: Tuesday, December 17, 2024 9:52 AM
To: eclark@thekey.com; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Timothy Thomas' <tt@thekey.com>; 'Lisa Barker' <lisa.barker@thekey.com>
Cc: Perry, Atcha (CB, USA) <atcha.perry@jpmorgan.com>; Itwar, Mitendra (CB, CAN) <mitendra.itwar@jpmorgan.com>; Gomez1, Jonathan (CB, USA) <jonathan.gomez1@jpmorgan.com>; Sakhrani, Nirvana (CB, CAN) <nirvana.sakhrani@jpmorgan.com>; Duran, Rio (CB, USA) <rio.duran@jpmorgan.com>; Chow, Katherine (CB, CAN) <katherine.chow@jpmorgan.com>; Etzel, Thomas J. (CB, USA) <THOMAS.ETZEL@jpmorgan.com>; Yu, Benjamin (CB, USA) <benjamin.yu@jpmorgan.com>; Danda, Anthony (CIB, CAN) <anthony.danda@jpmorgan.com>
Subject: RE: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Hi All,

Quick question for the HCA HOME CARE ASSISTANCE team.

Given we have been able to complete the steps required to setup the service ahead of today’s call and are just waiting for you to confirm a transaction, do we need our call?

Is there anything that you have questions about that we might cover?

[cid:image001.gif@01DB5079.BE7B0600]
Tamara

We aim to exceed your expectations. Tell us how we are doing @ better together<https://jpmccb.co1.qualtrics.com/jfe/form/SV_1TBsbiyRgCSBdaJ>

Tamara Dunham MBA -She/Her/Hers| Vice President | International Onboarding Specialist | Client On-boarding| Commercial Banking | J.P. Morgan | T: 212 552 4642 | tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com> |  www.jpmorgan.com/commercial<http://www.jpmorgan.com/commercial>

JPMorgan Chase Bank, N.A., organized under the laws of  U.S.A. with limited liability

*** UPCOMING OUT OF OFFICE ***
Dec 20th, Dec 25th through  Jan 1st (Returning Jan 2nd)

US Bank Holidays:  May 27th;  Jun 19th;  Jul 4th;  Sept 2nd;  Nov 11th, 28th;  Dec 25th



From: eclark@thekey.com<mailto:eclark@thekey.com> <eclark@thekey.com<mailto:eclark@thekey.com>>
Sent: Monday, December 16, 2024 8:21 PM
To: Danda, Anthony (CIB, CAN) <anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com<mailto:laszlo.kovacs@thekey.com>>; Dunham, Tamara (CB, USA) <tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com>>; 'Timothy Thomas' <tt@thekey.com<mailto:tt@thekey.com>>; 'Lisa Barker' <lisa.barker@thekey.com<mailto:lisa.barker@thekey.com>>
Cc: Perry, Atcha (CB, USA) <atcha.perry@jpmorgan.com<mailto:atcha.perry@jpmorgan.com>>; Itwar, Mitendra (CB, CAN) <mitendra.itwar@jpmorgan.com<mailto:mitendra.itwar@jpmorgan.com>>; Gomez1, Jonathan (CB, USA) <jonathan.gomez1@jpmorgan.com<mailto:jonathan.gomez1@jpmorgan.com>>; Sakhrani, Nirvana (CB, CAN) <nirvana.sakhrani@jpmorgan.com<mailto:nirvana.sakhrani@jpmorgan.com>>; Duran, Rio (CB, USA) <rio.duran@jpmorgan.com<mailto:rio.duran@jpmorgan.com>>; Chow, Katherine (CB, CAN) <katherine.chow@jpmorgan.com<mailto:katherine.chow@jpmorgan.com>>; Etzel, Thomas J. (CB, USA) <THOMAS.ETZEL@jpmorgan.com<mailto:THOMAS.ETZEL@jpmorgan.com>>; Yu, Benjamin (CB, USA) <benjamin.yu@jpmorgan.com<mailto:benjamin.yu@jpmorgan.com>>
Subject: RE: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Thank you! I’ve looped Lisa Barker into this thread, she leads our Cash Application function and will be the first to know once someone has sent funds now that we’ve made this switch.


Elizabeth Clark
Director



From: anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com> <anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>>
Sent: Monday, December 16, 2024 2:16 PM
To: eclark@thekey.com<mailto:eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com<mailto:laszlo.kovacs@thekey.com>>; Dunham, Tamara <tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com>>; 'Timothy Thomas' <tt@thekey.com<mailto:tt@thekey.com>>
Cc: Perry, Atcha <atcha.perry@jpmorgan.com<mailto:atcha.perry@jpmorgan.com>>; mitendra.itwar@jpmorgan.com<mailto:mitendra.itwar@jpmorgan.com>; Gomez1, Jonathan <jonathan.gomez1@jpmorgan.com<mailto:jonathan.gomez1@jpmorgan.com>>; Sakhrani, Nirvana <nirvana.sakhrani@jpmorgan.com<mailto:nirvana.sakhrani@jpmorgan.com>>; Duran, Rio <rio.duran@jpmorgan.com<mailto:rio.duran@jpmorgan.com>>; katherine.chow@jpmorgan.com<mailto:katherine.chow@jpmorgan.com>; Etzel, Thomas J. <THOMAS.ETZEL@jpmorgan.com<mailto:THOMAS.ETZEL@jpmorgan.com>>; benjamin.yu@jpmorgan.com<mailto:benjamin.yu@jpmorgan.com>
Subject: RE: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Hello, Elizabeth,

The auto-deposit is now showing active.

Please notify me when you know one of your customers has paid you by e-Transfer and I’ll confirm I can see the transaction. Or if HCA wants to test it by sending a transaction to that email address.

Thanks,

Anthony.

From: eclark@thekey.com<mailto:eclark@thekey.com> <eclark@thekey.com<mailto:eclark@thekey.com>>
Sent: Monday, December 16, 2024 1:52 PM
To: 'Laszlo Kovacs' <laszlo.kovacs@thekey.com<mailto:laszlo.kovacs@thekey.com>>; Danda, Anthony (CIB, CAN) <anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>>; Dunham, Tamara (CB, USA) <tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com>>; 'Timothy Thomas' <tt@thekey.com<mailto:tt@thekey.com>>
Cc: Perry, Atcha (CB, USA) <atcha.perry@jpmorgan.com<mailto:atcha.perry@jpmorgan.com>>; Itwar, Mitendra (CB, CAN) <mitendra.itwar@jpmorgan.com<mailto:mitendra.itwar@jpmorgan.com>>; Gomez1, Jonathan (CB, USA) <jonathan.gomez1@jpmorgan.com<mailto:jonathan.gomez1@jpmorgan.com>>; Sakhrani, Nirvana (CB, CAN) <nirvana.sakhrani@jpmorgan.com<mailto:nirvana.sakhrani@jpmorgan.com>>; Duran, Rio (CB, USA) <rio.duran@jpmorgan.com<mailto:rio.duran@jpmorgan.com>>; Chow, Katherine (CB, CAN) <katherine.chow@jpmorgan.com<mailto:katherine.chow@jpmorgan.com>>; Etzel, Thomas J. (CB, USA) <THOMAS.ETZEL@jpmorgan.com<mailto:THOMAS.ETZEL@jpmorgan.com>>; Yu, Benjamin (CB, USA) <benjamin.yu@jpmorgan.com<mailto:benjamin.yu@jpmorgan.com>>
Subject: RE: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Hi Laszlo,

Lisa already did it, I started a chat with us behind the scenes.

Anthony, Can you confirm?

Elizabeth Clark
Director



From: Laszlo Kovacs <laszlo.kovacs@thekey.com<mailto:laszlo.kovacs@thekey.com>>
Sent: Monday, December 16, 2024 1:38 PM
To: anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>; Elizabeth Clark <eclark@thekey.com<mailto:eclark@thekey.com>>; Dunham, Tamara <tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com>>; Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>
Cc: Perry, Atcha <atcha.perry@jpmorgan.com<mailto:atcha.perry@jpmorgan.com>>; mitendra.itwar@jpmorgan.com<mailto:mitendra.itwar@jpmorgan.com>; Gomez1, Jonathan <jonathan.gomez1@jpmorgan.com<mailto:jonathan.gomez1@jpmorgan.com>>; Sakhrani, Nirvana <nirvana.sakhrani@jpmorgan.com<mailto:nirvana.sakhrani@jpmorgan.com>>; Duran, Rio <rio.duran@jpmorgan.com<mailto:rio.duran@jpmorgan.com>>; katherine.chow@jpmorgan.com<mailto:katherine.chow@jpmorgan.com>; Etzel, Thomas J. <THOMAS.ETZEL@jpmorgan.com<mailto:THOMAS.ETZEL@jpmorgan.com>>; benjamin.yu@jpmorgan.com<mailto:benjamin.yu@jpmorgan.com>
Subject: RE: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Liz – Who from our end has access to the etransfer inbox and can accept the email Anothony and team are going to send. Lito?

From: anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com> <anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>>
Sent: Monday, December 16, 2024 1:31 PM
To: eclark@thekey.com<mailto:eclark@thekey.com>; Dunham, Tamara <tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com>>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com<mailto:laszlo.kovacs@thekey.com>>; 'Timothy Thomas' <tt@thekey.com<mailto:tt@thekey.com>>
Cc: Perry, Atcha <atcha.perry@jpmorgan.com<mailto:atcha.perry@jpmorgan.com>>; mitendra.itwar@jpmorgan.com<mailto:mitendra.itwar@jpmorgan.com>; Gomez1, Jonathan <jonathan.gomez1@jpmorgan.com<mailto:jonathan.gomez1@jpmorgan.com>>; Sakhrani, Nirvana <nirvana.sakhrani@jpmorgan.com<mailto:nirvana.sakhrani@jpmorgan.com>>; Duran, Rio <rio.duran@jpmorgan.com<mailto:rio.duran@jpmorgan.com>>; katherine.chow@jpmorgan.com<mailto:katherine.chow@jpmorgan.com>; Etzel, Thomas J. <THOMAS.ETZEL@jpmorgan.com<mailto:THOMAS.ETZEL@jpmorgan.com>>; benjamin.yu@jpmorgan.com<mailto:benjamin.yu@jpmorgan.com>
Subject: RE: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Hello, Laszlo,

I’ll make the change now.

Interac requires you to confirm that you want to change your auto-deposit registration from your current FI to JP Morgan. They will send an email to the email address that is being registered. Once you accept the change in auto-deposit instructions your e-Transfer receivables will be deposited into your JP Morgan account. You will see the email come to etransfer@thekey.com<mailto:etransfer@thekey.com> shortly. Please let me know when you’ve accepted.

Thank you,

Anthony.

Anthony Danda ׀ He/Him/His ׀ Vice President ׀ Product Manager, Treasury Services, Canada ׀ J.P. Morgan Chase | T: +1 604 235 8613 | Email: anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>


From: eclark@thekey.com<mailto:eclark@thekey.com> <eclark@thekey.com<mailto:eclark@thekey.com>>
Sent: Monday, December 16, 2024 11:19 AM
To: Dunham, Tamara (CB, USA) <tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com>>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com<mailto:laszlo.kovacs@thekey.com>>; 'Timothy Thomas' <tt@thekey.com<mailto:tt@thekey.com>>
Cc: Perry, Atcha (CB, USA) <atcha.perry@jpmorgan.com<mailto:atcha.perry@jpmorgan.com>>; Itwar, Mitendra (CB, CAN) <mitendra.itwar@jpmorgan.com<mailto:mitendra.itwar@jpmorgan.com>>; Gomez1, Jonathan (CB, USA) <jonathan.gomez1@jpmorgan.com<mailto:jonathan.gomez1@jpmorgan.com>>; Sakhrani, Nirvana (CB, CAN) <nirvana.sakhrani@jpmorgan.com<mailto:nirvana.sakhrani@jpmorgan.com>>; Danda, Anthony (CIB, CAN) <anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>>; Duran, Rio (CB, USA) <rio.duran@jpmorgan.com<mailto:rio.duran@jpmorgan.com>>; Chow, Katherine (CB, CAN) <katherine.chow@jpmorgan.com<mailto:katherine.chow@jpmorgan.com>>; Etzel, Thomas J. (CB, USA) <THOMAS.ETZEL@jpmorgan.com<mailto:THOMAS.ETZEL@jpmorgan.com>>; Yu, Benjamin (CB, USA) <benjamin.yu@jpmorgan.com<mailto:benjamin.yu@jpmorgan.com>>
Subject: [EXTERNAL]RE: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Hello-

Can you help me understand what the auto-deposit registration is for? The email we’re using  for clients to send funds to TheKey should be etransfer@thekey.com<mailto:etransfer@thekey.com>.



Kind regards-

Elizabeth Clark
Director
CI & Transformation
Finance Onboarding & Experience
Collections
Billing Help Desk

TheKey
Office|Cell : 619-822-4855
eclark@thekey.com<mailto:eclark@thekey.com>

TheKey.com<https://www.thekey.com/>

[TheKey]<https://homecareassistance.com/>





From: Dunham, Tamara <tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com>>
Sent: Monday, December 16, 2024 11:12 AM
To: Laszlo Kovacs <laszlo.kovacs@thekey.com<mailto:laszlo.kovacs@thekey.com>>; eclark@thekey.com<mailto:eclark@thekey.com>; Timothy Thomas <tt@thekey.com<mailto:tt@thekey.com>>
Cc: Perry, Atcha <atcha.perry@jpmorgan.com<mailto:atcha.perry@jpmorgan.com>>; mitendra.itwar@jpmorgan.com<mailto:mitendra.itwar@jpmorgan.com>; Gomez1, Jonathan <jonathan.gomez1@jpmorgan.com<mailto:jonathan.gomez1@jpmorgan.com>>; Sakhrani, Nirvana <nirvana.sakhrani@jpmorgan.com<mailto:nirvana.sakhrani@jpmorgan.com>>; anthony.danda@jpmorgan.com<mailto:anthony.danda@jpmorgan.com>; Duran, Rio <rio.duran@jpmorgan.com<mailto:rio.duran@jpmorgan.com>>; katherine.chow@jpmorgan.com<mailto:katherine.chow@jpmorgan.com>; Etzel, Thomas J. <THOMAS.ETZEL@jpmorgan.com<mailto:THOMAS.ETZEL@jpmorgan.com>>; benjamin.yu@jpmorgan.com<mailto:benjamin.yu@jpmorgan.com>
Subject: UPDATE: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347

Good Afternoon Laszlo,

As we prepare for tomorrow’s kick off call, the auto-deposit registration for paymentapplication@thekey.com<mailto:paymentapplication@thekey.com> has been completed.

Please check the inbox for an email from Interac. You will need to click the accept button within seven days.

Please let me know if you can accept the auto-registration for JPM ahead of tomorrow’s call.

From the moment you accept the auto-deposit registration, funds will be deposited to account ending *1642.

We will monitor our system for receipts coming in.

If you would like to try a test transaction, please let us know and we’ll confirm receipt.

[cid:image001.gif@01DB5079.BE7B0600]
Tamara

We aim to exceed your expectations. Tell us how we are doing @ better together<https://jpmccb.co1.qualtrics.com/jfe/form/SV_1TBsbiyRgCSBdaJ>

Tamara Dunham MBA -She/Her/Hers| Vice President | International Onboarding Specialist | Client On-boarding| Commercial Banking | J.P. Morgan | T: 212 552 4642 | tamara.dunham@jpmorgan.com<mailto:tamara.dunham@jpmorgan.com> |  www.jpmorgan.com/commercial<http://www.jpmorgan.com/commercial>

JPMorgan Chase Bank, N.A., organized under the laws of  U.S.A. with limited liability

*** UPCOMING OUT OF OFFICE ***
Dec 20th, Dec 25th through  Jan 1st (Returning Jan 2nd)

US Bank Holidays:  May 27th;  Jun 19th;  Jul 4th;  Sept 2nd;  Nov 11th, 28th;  Dec 25th



-----Original Appointment-----
From: Dunham, Tamara (CB, USA)
Sent: Thursday, December 12, 2024 3:35 PM
To: Dunham, Tamara (CB, USA); Laszlo Kovacs; eclark@thekey.com<mailto:eclark@thekey.com>; Timothy Thomas; Perry, Atcha (CB, USA); Itwar, Mitendra (CB, CAN); Gomez1, Jonathan (CB, USA); Sakhrani, Nirvana (CB, CAN); Danda, Anthony (CIB, CAN); Duran, Rio (CB, USA); Chow, Katherine (CB, CAN); Etzel, Thomas J. (CB, USA); Yu, Benjamin (CB, USA)
Subject: JPM Interac Receipt Pilot Kick Off Call-HCA HOME CARE ASSISTANCE CANADA INC- IR 3438347
When: Tuesday, December 17, 2024 1:30 PM-2:00 PM (UTC-05:00) Eastern Time (US & Canada).
Where: Zoom Meeting ID: 207 682 0540



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This message is confidential and subject to terms at: https://www.jpmorgan.com/emaildisclaimer including on confidential, privileged or legal entity information, malicious content and monitoring of electronic messages. If you are not the intended recipient, please delete this message and notify the sender immediately. Any unauthorized use is strictly prohibited.
This message is confidential and subject to terms at: https://www.jpmorgan.com/emaildisclaimer including on confidential, privileged or legal entity information, malicious content and monitoring of electronic messages. If you are not the intended recipient, please delete this message and notify the sender immediately. Any unauthorized use is strictly prohibited.

This message is confidential and subject to terms at: https://www.jpmorgan.com/emaildisclaimer including on confidential, privileged or legal entity information, malicious content and monitoring of electronic messages. If you are not the intended recipient, please delete this message and notify the sender immediately. Any unauthorized use is strictly prohibited.