Onboarding and Program Setup

At ModernFi CUSO, we act as an extension of your team. We work with you to get you up and running quickly, and we are long-term partners to ensure the ModernFi program provides growing value to you and your members.

To get started, we'll onboard your institution to the network and train your team so you can start growing deposits and member relationships. The onboarding process itself normally only takes a few weeks and includes a few key objectives:

• Onboard Your Institution: We begin by onboarding your institution to the deposit network by working closely with your business and operations team.
• Train Your Operations Team: Our team will provide training for your operations staff, ensuring they are confident in deploying Insured Sweep Accounts and managing the platform.
• Educate Your Member-Facing Teams: We educate your member-facing teams, empowering them to clearly communicate the benefits of Extended Insurance Accounts to your members. We'll work with your team to help target, position, and price the accounts based on best practices.

Our Institution Success team will guide you through the process, breaking it down into simple steps to set you up for success.