Re: Client - Jocelyne Monty (Montreal)

From
Elizabeth Clark <eclark@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>
Date
2024-05-16 06:33:50
Folder
INBOX
--Apple-Mail-639AE4F8-B7D8-4177-A6B2-E5DE59DA97CF Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hi Joey Do you happen to= know more about her last payment that did something different? We don=E2=80= =99t have the ability to change where an etransfer is sent, and she doesn=E2= =80=99t have to use VP as we=E2=80=99ve shared on calls, so I want to make s= ure we=E2=80=99re compartmentalizing her feedback and deescalating where we c= an.&nbsp; She can get the email, view the PDF attac= hed, and send etransfer like usual (although we are going to redirect those t= o the Vancouver bank here shortly). Any additional c= ontext you can provide would be super helpful, especially if her English is a= bit limited.&nbsp; Happy to get on a conference ca= ll with her and you too, if needed.&nbsp; Pardon my brevity, Sent f= rom my iPhone On May 16,= 2024, at 6:29=E2=80=AFAM, Joey Taylor &lt;joey.taylor@thekey.com&gt; wrote:= =EF=BB= =BF Good Morning, I have an issue with a current= client (tier 1 VIP client). They normally pay by wire transfer. Her last pa= yment&nbsp;did something different and she is very upset (it went to a diffe= rent area and she does not understand). She wants to continue paying by wire= .&nbsp; The caller is Lise who handles the Monty family f= inances. She speaks some English. She would like a call back from someone fr= om billing to explain what happened and the process going forward with her w= ire transfers. She is not a fan of VersaPay as it's complicated for someone h= er age she expressed.&nbsp; Lise: 514-972-0900 If someone can c= all her urgently who has access to all this information.&nbsp; Joey Taylor Directeur G=C3=A9= n=C3=A9ral/ General Manager 514-907-5065 TheKey.ca &nbsp;&nbsp; = = --Apple-Mail-639AE4F8-B7D8-4177-A6B2-E5DE59DA97CF--

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