Concierge Onboarding

Experts to guide and assists you through onboarding process

Onboarding Schedule

Team of regulatory experts and implementation specialist will assist you in setup, configuration and customization of the plugin. Concierge Onboarding includes 10 hours of engagement with Regulatory Expert and Solutions Specialist through the following schedule. Starting from $5,000.

Type

Title

Outcome

Duration

Meeting [IDM]Introduction to PluginsLearn about plugins, features, benefits and configurations1 hour
Homework [Client]Use Case IdentificationLearn about plugins, features, benefits and configurations4 hours
Meeting [IDM]Provide and review plugins required to meet the use casesLearn about plugins, features, benefits and configurations2 hours
Homework [Client]User Segmentation, Risk-based Approach AnalysisLearn about plugins, features, benefits and configurations10 hours
Meeting [IDM]Show and assist with user profiles setup and staged KYC configurationLearn about plugins, features, benefits and configurations2.5 hour
Homework [Client]Review the system setup and configurationsLearn about plugins, features, benefits and configurations3 hours
Meeting [IDM]Migrate rules to Production Enviornment and complete CertificationLearn about plugins, features, benefits and configurations4.5 hours
Interested in Concierge Onboarding? – Contact us to schedule the onboarding.
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