We give you one point person and handle every detail. When you partner with iPay you get a single coordination contact. This is the point person between your institution and your iPay development, channel integration and quality control experts. That way, the process is on your schedule and everyone is on the same page. Your iPay coordination contact will also set up training meetings to help you through the technical details, and marketing meetings to help grow subscriber adoptions. Working together, we can prepare for success before you ever go live.
The implementation process in five simple steps.
Step 1 Kickoff
- The Kickoff Call starts the process
- Together we’ll walk through the completion of the Starter Pack
- The Starter Pack organizes all key decisions regarding
your conversion
Step 2 Configure
- Another way we work together is through total system integration, because iPay is open source, which means we work with any online banking provider
- During the Configure step you gather and send the data files
- Then the iPay implementation team handles the back end
Step 3 Training
- Training calls bring our teams together to prepare for success
- Training includes everything from product training to marketing and transition communications to your customers
Step 4 Pre-Launch
- For conversions, iPay conducts a live data simulation “Mock System” before launch, just to make sure everything is ready to go live for your institution
- We also provide a helpful Prepare to Launch packet with three email templates to notify customers of the switch at 30 days prior, 2 weeks prior and day before
- iPay will work with you to identify potential small businesses that currently use your consumer product and have typical business spending patterns
- We then help you move theses businesses to the right solution with marketing communications
- The last checkpoint is final sign off to go live
Step 5 Go Live
- Now iPay Biz 2.0 is working for your institution and your customers
Together we can get started with Biz 2.0. Watch the Biz 2.0 demo now. Or contact our Sales & Support team to learn more about implementing
iPay Biz 2.0.