Onboarding Overview

ModernFi’s onboarding process is built to help your credit union launch efficiently and confidently. From initial setup through go-live, each step is designed to ensure your institution is fully equipped to deliver extended deposit insurance and manage relationships seamlessly through the ModernFi platform.

The onboarding process typically takes about four weeks and is organized into three key phases that guide your institution from preparation to activation. Throughout the process and beyond, our Institution Success team provides structured guidance and responsive support, ensuring your credit union is ready to leverage ModernFi’s tools effectively.

ModernFi’s onboarding workflow tool, accessible through the Admin Portal, guides credit unions through each step of implementation, ensuring a smooth process from start to finish. Within the portal, institutions can track progress across all phases, upload required documentation, and receive ongoing support from the ModernFi team.

The following demonstration provides an overview of the onboarding workflow tool and highlights how your institution can monitor milestones, submit items, and stay aligned throughout the launch process