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Wells Fargo Case Interview Report

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Hello team,

We scheduled a call with Wells Fargo Client Service Officers and AVP to formally introduce Michele and discuss a few matters. I am trying to put together an agenda for the meeting. We could communicate the agenda to our Wells Fargo counterparts so they have time to reach out to appropriate departments and have “preliminary” answers to our concerns. From our call with GFR Admin, here were the discussion points brought up by Karen Farrell:

1. Scanner Options – Are there any other scanners to choose from besides the one we are currently using. How do they stack up against the ones we order for our GFRs offices?
2. Scanning cut-off times for our remote offices (GFRs)
3. Notice Adjustment processing timeframe – The current processing

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