Across
- 2. What is the pre-approval for a sponsorship/donation?
- 5. How many vacation days are you entitled to if you've been with the firm for 10 years?
- 6. Where clients manage life's most important documents
- 7. When MS recently rebranded; "Complex" was changed to?
- 11. What MS system can clients quickly authorize any transaction with 1 click?
- 13. MS internal social network
- 15. Brokerage account supporting clients cash management needs
- 16. IM platform with real time file sharing
- 17. What is the nickname of our Financial Planning Director?
- 18. What is the name of new virtual phone system when working remotely?
Down
- 1. What firm program provides employee offers & discounts? (formerly known as The Company Store)
- 3. A trust created by a grantor during the grantor’s lifetime.
- 4. Expense guide shortcut
- 7. Travel booking site
- 8. Desktop application optimized to answer common How-To questions.
- 9. How many days of bereavement will you be paid for?
- 10. What is the name of the giving campaign that offers firm match?
- 12. How many days of jury duty will you be paid for?
- 14. "Client Entertainment Lunch with client" dollar limit?
- 15. New phone system in the office