Your journey begins with onboarding.
Here's how we'll join forces:
A successful implementation requires collaboration between the Fininly team and your organisation. The essence of this partnership is not just in the exchange of information or the execution of tasks, but in fostering an environment where cooperation is in perfect balance. This equilibrium ensures that the project advances smoothly, challenges are addressed efficiently, and the final outcome exceeds expectations.
From Fininly:
Business Development Manager
Your primary point of contact, guiding you through every step of the relationship.
Fininly Product Owner
Oversees the complete technical integration, ensuring that Fininly's solution perfectly aligns with your IT infrastructure and specifications.
Customer Success Team
Dedicated to supporting your journey towards achieving your business outcomes with Fininly.
Digitally, you'll have access to:
- Fininly Knowledge Base: An extensive library of articles and resources for self-service support.
- Fininly Help Guides: Step-by-step guides to assist you in navigating our platform and maximizing its potential.
Kick-Off Meeting
An initial session to introduce the teams, outline the project scope, and discuss key objectives and timelines.
Technical Review
A detailed assessment of your current systems and infrastructure to ensure compatibility with Fininly's solutions.
Customisation and Integration
Tailoring Fininly's platform to meet your specific needs, followed by integration with your existing systems.
Data Migration
Securely transferring your data to the Fininly platform, with careful consideration of local legislation and compliance requirements.
Training and Support
Providing your team with the knowledge and tools they need to effectively use Fininly, backed by our customer success team.
Go-Live
Launching your new financial solutions, with ongoing support to ensure a successful transition.
From your organisation:
IT Product Owner
Ensures that the technical aspects of your infrastructure are prepared for integration with Fininly.
Program Manager/Admin
Coordinates the onboarding process, ensuring all prerequisites are met and keeping the project on track.
Executive Sponsor
Provides oversight and strategic direction, ensuring alignment with your organization's goals.
Timeline
The entire onboarding and implementation process typically takes between 15 and 30 days, depending on factors such as your team's availability, the complexity of data migration, and specific local legislation requirements.
Next steps
Your Implementation & Migration Manager will be in touch shortly to schedule the kick-off meeting and begin assembling your onboarding team. In the meantime, we encourage you to familiarize yourself with the Fininly Knowledge Base and Help Guides to get a head start on your journey.