Onboarding Solutions

Managed Services Solution

Onboarding

Onboarding Solutions


To be successful, automated deposit deployments must be properly introduced. This includes preparing and training your staff, educating and communicating regularly to consumers.A solid on-boarding program benefits your FI in both increased productivity and higher migration levels.

There is always a learning curve when implementing new technology. To be successful with automated deposit at your financial institution, we recommend an integrated approach over a set period of time that takes into account both employee and consumer education. This helps to ensure that both grow comfortable with making automated, envelope-free deposits at their own pace.

Our portfolio of onboarding services is designed to help an FI maximize their automated deposit investment. We recommend you take advantage of all these solutions to ensure the best possible outcome for you and your consumers.

Menu of services

Professional services

Our professional services team works with an FI before, during and after implementation to ensure that your technology investment is designed and optimally deployed to meet your expectations. This service includes:

  • Defining requirements

  • Impact on business processes

  • Software flow

  • Screen design, multimedia, language options

  • Post implementation follow up

Automated deposit workshop

This four-hour workshop is led by an independent industry expert with extensive experience deploying automated deposit at financial institutions. This workshop has three goals:

  • Prepare an FI to migrate transactions from the teller line to an automated deposit ATM

  • Educates FI employees on the impact to the FI

  • Discusses the customer training needed to ensure a superior experience

Automated deposit readiness training for FI employees

Training FI employees on its operation and user benefits to improve branch advocacy and employee proficiency is key to migration success. Employee training consists of:

  • Video tutorial that employees can watch at their leisure to see how the new check and cash deposit technology works.

  • Hands on training led by aCummins Allison specialist will ensure FI employees understand the ATM’s new features, functionality, overall experience, and ability to demonstrate usage among the FIs customers/members.

Marketing campaign toolkit

If your FI doesn’t have a marketing department, we can make it easy for youto communicate and promote automated deposit usage with pre-designed customer educational materials. Available in two design options: standard and custom, each toolkit containsa robust set of communication materials such as pamphlets, step-by-step guide, website copy, demo video.

Concierge services

This service includes a dedicated team of trained individuals to be stationed in branches to answer questions and demonstrate usage.Conciergesare trained to provide an FI with personalized assistance and serve as a one-stop source to help answer consumer questions.

 

Contact us today for more information.

Visit our portfolio of ATMs.

Onboarding Solutions

To be successful, automated deposit deployments must be properly introduced. This includes preparing and training your staff, educating and communicating regularly to consumers.A solid on-boarding program benefits your FI in both increased productivity and higher migration levels.

There is always a learning curve when implementing new technology. To be successful with automated deposit at your financial institution, we recommend an integrated approach over a set period of time that takes into account both employee and consumer education. This helps to ensure that both grow comfortable with making automated, envelope-free deposits at their own pace.

Our portfolio of onboarding services is designed to help an FI maximize their automated deposit investment. We recommend you take advantage of all these solutions to ensure the best possible outcome for you and your consumers.

Menu of services

Professional services

Our professional services team works with an FI before, during and after implementation to ensure that your technology investment is designed and optimally deployed to meet your expectations. This service includes:

  • Defining requirements

  • Impact on business processes

  • Software flow

  • Screen design, multimedia, language options

  • Post implementation follow up

Automated deposit workshop

This four-hour workshop is led by an independent industry expert with extensive experience deploying automated deposit at financial institutions. This workshop has three goals:

  • Prepare an FI to migrate transactions from the teller line to an automated deposit ATM

  • Educates FI employees on the impact to the FI

  • Discusses the customer training needed to ensure a superior experience

Automated deposit readiness training for FI employees

Training FI employees on its operation and user benefits to improve branch advocacy and employee proficiency is key to migration success. Employee training consists of:

  • Video tutorial that employees can watch at their leisure to see how the new check and cash deposit technology works.

  • Hands on training led by aCummins Allison specialist will ensure FI employees understand the ATM’s new features, functionality, overall experience, and ability to demonstrate usage among the FIs customers/members.

Marketing campaign toolkit

If your FI doesn’t have a marketing department, we can make it easy for youto communicate and promote automated deposit usage with pre-designed customer educational materials. Available in two design options: standard and custom, each toolkit containsa robust set of communication materials such as pamphlets, step-by-step guide, website copy, demo video.

Concierge services

This service includes a dedicated team of trained individuals to be stationed in branches to answer questions and demonstrate usage.Conciergesare trained to provide an FI with personalized assistance and serve as a one-stop source to help answer consumer questions.

 

Contact us today for more information.

Visit our portfolio of ATMs.