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Onboarding Timeline

Month 1

1. Client signs Master Subscription Agreement.

2. Initial Onboarding/Marketing Call.

3. Production Testing

Month 2-3

1. Ongoing Marketing Implementation Timeline

2. Ongoing employee testing/training

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

4. FI schedules “Go Live Date”

5. MoneyDesktop is turned on live to all account holders

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

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

8. MX tracks User Adoption for FI