What to expect
Here's our promise to your financial institution: we will provide a personalized implementation process that best sets your project up for success based upon your unique needs and scope.
The sales process is a partnership
This is our approach to serving you and your financial institution from day one.
Our goal is to equip you and your institution with all relevant information to make the best decision to meet your operational needs and customer experience goals. Whatever that looks like, doing business with Team Invo is like bringing on a true partner who is fully aligned to your strategic vision.
We recommend starting with a strategy session meeting, signing up for a product demo, or attending one of our quarterly Invo Insider events, where you’ll hear directly from team Invo about the absolute best solutions for your financial institution.
The implementation process is a collaboration
We want to walk alongside your team to ensure optimal success once deployed.
During implementation, your team will collaborate with a dedicated project manager who will steer your team through the entire process from kick-off to ‘go live’. Our commitment to you is to have your environment live within 4-12 weeks, dependent upon the scope of your project.
During this process, dependent upon your project scope, our team will:
- Provide eSign and credentialing instructions, as well as request information for a mobile app if applicable
- Establish a clear timeline of necessary steps for all resources involved
- Maintain consistent weekly communication through email updates and status meetings
- Design and customize your environment with your institution’s unique branding and color scheme
- Execute training of systems - including optional on-location training
- Test your video banking environment until it is ready to go live
- Ensure your full satisfaction is achieved. Guaranteed.
The support process is our #1 priority
We pride ourselves on being the partner that answers the phone.
We were founded within a financial institution so we understand how important it is to solve any potential issues with your products. Any support issues are our top priority, from the moment we receive them until the moment they’re solved.
Our partnership guarantee goes beyond implementation through your dedicated Invo Support Services team. Maintaining a global uptime average of 99.7%, our team will continue to work tirelessly to maintain all Invo platforms, keeping you running at maximum capacity.