RE: FW: CIBC November

From
<eclark@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>, "'Laszlo Kovacs'" <laszlo.kovacs@thekey.com>
CC
"'Chuck Terlesky'" <cterlesky@thekey.com>, "'Lisa Barker'" <lisa.barker@thekey.com>, "'Kate Goodrich'" <kate.goodrich@thekey.com>, "'Brian Fialko'" <brian.fialko@thekey.com>, "'Lito Delapena'" <lito.delapena@thekey.com>
Date
hu, 12 Dec 2024 13
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_03CD_01DB4C97.5E8A82B0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable We have a meeting w/JPMC on the 17th, from there Ill update everyone. = This is new for them too so more to come.   From: Timothy Thomas   Sent: Friday, December 6, 2024 8:06 AM To: Laszlo Kovacs Cc: Chuck Terlesky ; Lisa Barker = ; Kate Goodrich ; = Elizabeth Clark ; Brian Fialko = ; Lito Delapena Subject: Re: FW: CIBC November   Hi Chuck,   I wasn't aware of that. Those clients should have been pushed to the BMO = account months ago via the etransfer@thekey.com = email address.    Liz let us know how you want to proceed given the move to JPM.   Thanks   On Fri, Dec 6, 2024 at 10:28 AM Laszlo Kovacs = > wrote: Got it. I’ll need Liz and Lisa to advise on which email address = those payments need to be forwarded to.    Thanks,   From: Chuck Terlesky = >  Sent: Friday, December 6, 2024 8:59 AM To: Laszlo Kovacs > Cc: Lisa Barker = >; Kate Goodrich >; Elizabeth Clark >; Timothy Thomas >; Brian Fialko >; Lito Delapena = > Subject: Re: FW: CIBC November   Hey Laszlo,   We still have clients who etransfer payments to email = cterlesky@homecareassistance.com = which is connected to the = CIBC account. Someone will need to provide a new email address connected = to JP Morgan Bank account so they can directly etransfer the funds to = the new email account.    I hope this helps, Chuck   On Fri, Dec 6, 2024 at 7:54 AM Laszlo Kovacs = > wrote: Chuck,   Thanks for the update here. Help me to understand here…I was = under the impression that transferring of Etransfer details a new = settlement bank was not visible to clients? It was just something we = needed to do behind the scenes.   Best,   From: Chuck Terlesky = >  Sent: Thursday, December 5, 2024 4:30 PM To: Laszlo Kovacs > Cc: lisa.barker@thekey.com ; Kate = Goodrich >; = Elizabeth Clark >; Timothy = Thomas >; Brian Fialko = >; Lito = Delapena > Subject: Re: FW: CIBC November   Hi Laszlo,   I wanted to provide a quick update on the status of our payment = transfers. WCB and Veterans Affairs: I've submitted applications to have = these funds transferred to the JP Morgan account. We'll need someone to = reach out to the clients to inform them about updating their e-transfer = details to the new account. BlueCross: This is still pending. I = encountered a complication the last time I checked, so I'll need to = revisit it. I'll provide an update as soon as I have more information. Let me know if there’s anything else you’d like me to = address regarding these transfers. Chuck   On Thu, Dec 5, 2024 at 2:59 PM Laszlo Kovacs = > wrote: Sorry, working on email top down and answering out of turn.    Tim/Chuck – To your knowledge, is there any reason we wont be = able to close the CIBC account after we migrate Etransfer payments