Onboarding Timeline

Month 1

1. Client signs Master Subscription Agreement

2. MX begins integration with OLBP

3. Initial Onboarding/Marketing Call

  • Testing & Feedback Instructions are sent to client
  • Client coordinates employee test group
  • Review MX Best Practices (User Adoption)
  • Develop marketing implementation timeline (online and print marketing assets)
  • Order online and print marketing assets
  • Month 2-3

    1. Ongoing Marketing Implementation Timeline

    2. Ongoing employee testing/training

    3. Integration Testing

    4. Production Testing

    5. Sign off on Private Label App (if applicable)

    6. FI schedules “Go Live Date”

    7. MoneyDesktop is turned on live to all account holders

    8. FI begins “Now Available” Online and Print Marketing

    9. Private Label App is pushed to App Store (if applicable)

    10. MX tracks User Adoption for FI