Seamless Platform Integration | Tailored Services
Support at Every Step
Learn MoreAfter a decade, we have SaaS implementations down to a science. From the first meeting to the final rollout and staff training, we deliver exactly what you’re looking for on a timeline that minimizes disruption, and ensures maximum employee adoption.
Up and Running in a Few Weeks
Whether you’re after a simple implementation or need support on more complex requirements, we work to tailor your finished product to meet your unique needs. Having worked with financial institutions both large and small, our team of experts can help to guide you to success.
View our Success StoriesOur Step-By-Step Set Up
STEP 1
Finalize Scope & Strategy
We’ll align on the solutions you’re implementing, key considerations and success metrics.
STEP 2
Project Kick Off & Implementation
All the project stakeholders meet to discuss the project, roles and involvement.
STEP 3
Training & Go Live
We’ll provide live and in-product training along with resources so your staff are ready for go live day and beyond.
STEP 4
Post Launch Support
We’ll debrief and plan for ongoing informal touchpoints to make sure change management is going smoothly. We’ll formally connect during Executive Business Reviews to discuss how we can help you continue to drive value.
