Introduction to ModernFi

• Welcome to the ModernFi CUSO Resource Center!
• What is ModernFi CUSO?
• What is a deposit network?
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Managing your program

• Onboarding and Program Setup
• Operations and Workflows
• Using the Admin Portal
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Member Experience

• Using the Member Portal
• Member Education and Marketing Materials

Reporting and Documentation

• Daily Program Report
• End of Month Settlement Report
• Monthly Account Statement

Additional Products

• Prospect Finder

Community Discussion Board

• Join the conversation

News & Updates

• ModernFi Insights