CUSTOMER 360
Hunter Levy · Primary contact
BUSINESS CURRENT
€24,850TERM DEPOSIT
€42,000CUSTOMER CONVERSATION
“We’ll need some of this for equipment.”
ASSIGNED BANKER · WAYNE
Wayne, €42,000 matures in 14 days. Hunter needs equipment funds, but the amount is unconfirmed.
PREPARED MESSAGE · FOR YOUR APPROVAL
Hi Hunter, how much will you need for equipment? We can discuss options for the remaining deposit.