Watch this First: Onboarding Overview
For new ModernFi CUSO partners: Watch this video first to set your team up for Onboarding success
Hello and welcome to the ModernFi CUSO deposit network! As a new partner, we couldn't be more excited to support your deposit growth.
To start, the below video provides an overview of ModernFi operations.
Who should watch this?
Your team members who will operate the ModernFi program
What’s the goal of this recording?
Prepare your team for success in the Digital Onboarding process
What’s covered in this recording?
- ModernFi overview: Growing deposits and member relationships with extended insurance accounts
- Operational overview and flows: How to operationally set up and manage the ModernFi network and extended insurance accounts
- Next steps: Action items for going live
- Q&A Submit questions & comments
We're here to support on any questions and comments! Please submit using this survey, and a ModernFi team member will be in touch shortly.
Updated about 1 month ago