How PPLCARD Works in Financial Services

Real-world scenario

Employee

Hello, my name is Linda Smith, Financial Advisor with XYZ Financial, is this John?

John

Yes, this is he.

Employee

Hi John, I was reaching out to discuss your account and your current strategy.

John

How do I know you're calling from XYZ Financial?

Employee

Great question John. We utilize PPLCARD for employee identity validation. Can you go to www.PPLCARD.com on your device?

John

Okay, I'm there.

Employee

Please click on Verify Employee, input code 12345, and click on Verify Identity.

John

Okay great, Linda Smith from XYZ Financial. That makes me feel much better, let's talk.

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