ACTIVITY #2

Adriana Martinez Polanco

WebQuest
1. The best companies, according to Fortune1 are:
LARGE COMPANIES
 Edward Jones
 American Express
 Baird
 Pinnacle Financial Partners
 Veterans United Home Loans

2. The best four companies that I have found are:

 Edward Jones2: this company has several features as:
o Electronic documents
o Online access
o Mobile app
o Online bill Pay
o Direct deposit
o Transfer funds electronically
o Systematic investing
o Trade authorization
o Transfer on death
o Mobile check deposit
o Text messaging
o E-signature
 Pinnacle Financial Partners3: they have 3 types of accounts that includes several
services with the best features ever. Those 3 accounts are:
o Horizon. In here are include horizon 75, 150, 300 and 500 and each one
of them has a specific number of transactions, per item over transactions
limit, service charge and balance to waive service charge. All accounts
include free online banking with bill payment services, free debit

1
Fortune. (2020). Fortune Best Workplaces in Financial Services & Insurance 2020. Retrieved on august 28, 2020 from:
https://www.greatplacetowork.com/best-workplaces/finance-insurance/2020?category=small-and-medium
2
Edward Jones. (2020). Convenient Account Features. Retrieved on august 28, 2020 from https://www.edwardjones.com/client-
resources/convenient-account-features/index.html
3
Pinnacle Financial Partners. (2020). Checking. Retrieved on august 28, 2020 from https://www.pnfp.com/business-
finance/deposit-accounts/checking/
 MasterCard, images of your checks with your statement and unlimited
Pinnacle Anytime telephone access.
o SummitNOW: Interest on balances (which is not typical of business
accounts), 150 free transactions per month ($ .25 per transaction over 150),
Free online banking with BillPay, Check images in statement, Overdraft
protection available*, Free Business debit MasterCard, Unlimited Pinnacle
Anytime telephone Access.

o Vista: Full access to all our treasury management services, Detailed account
analysis statement with images of your checks, Unlimited transactions,
Overdraft protection available*, Free Business debit MasterCard, Unlimited
Pinnacle Anytime telephone access

 American Express4: they are the world's largest global payments network, owning
relationships with Card Members and merchants. They provide products and services to
customers around the world, process millions of transactions daily, and drive more than $1
trillion in commerce annually. The benefits are in insurance and protection, payment
security, Amex experiences, travel. There are benefits programs, types, and offers.

 Baird5. they are an employee-owned, international financial services firm with more than $305
billion in client assets. They provide wealth management, capital markets, asset management
and private equity services through offices and operating affiliates in the United States, Europe,
and Asia. They offer health/well-being, financial/well-being, compensation, planning for the
future, work-life balance.

JILLY ATKINGS.
1. Yes, I did. I studied finance and international business at technological university of
Bolivar.
2. They ask for ethical people, they look for people who work hard, who know how to relate
well and professionally with clients and keep them happy. People that has good
knowledge and helps to position the company among the best.
3. The schedule is very flexible, we start at 8:00 am and the day ends at 5:00 pm.
Sometimes we finish early because there are no more contracts to review or merchandise
to receive in the free zone.
4. We are trading in millions of dollars to get some money as a profit. We cannot make
mistakes with clients and their contracts because that can cost us life! Ha-ha. s
5. ABSOLUTELY!

4
American Express (2020). Credit cards benefits & features. Retrieved on August 28, 2020 from
https://www.americanexpress.com/in/benefits/?hub=in_benefits_sec_nav_benefit-programs#benefit-programs
5
Baird. (2020). Total rewards. Retrieved on August 28, 2020 from https://bairdcareers.com/culture/total-rewards/