Onboarding Webinars

Modified on Thu, 22 Jun, 2023 at 6:43 AM

Onboarding individual clients to Assure is the best way to obtain Seed to Sale and, if you selected, integrated financial statement data as well as due diligence items. For financial institutions with many existing relationships, bulk onboarding allows clients to be trained and onboarded in groups rather than one client at a time.

Shield’s Client Success Team will work with your team to expedite onboarding and training of your clients via a Zoom webinar.

Email invitations (branded as the FI) will be sent via MailChimp to the list provided by the FI. This list may contain all primary points of contacts in Assure or additional email addresses.

Contacts are invited to register online for one of three Zoom webinars. These webinars are configured so attendees do not see other attendees, and attendees are muted automatically. The hosts (Shield and the FI) may unmute attendees to respond to questions, or funnel questions to the webinar Q & A section.

Deliverable	Description	Requirements
Direct Email Notification	An invitation and overview of your cannabis banking program will be sent to all your current clients with Cannabis Licenses but without Integrations established. Each client will be asked to attend training regarding the FI’s compliance management system. Shield will manage reservations and reminders for training, and provide an updated list of registrants to the FI via the Shield Client Exchange Sharepoint folder.	The email address used will be from an email account at your FI. Our team will work with you to federate the send from email address.
Client Webinar	Shield will host up to three 30-minute client webinars. A representative from Shield, on behalf of the FI, will screenshare and explain the Shield Platform.	We ask that a representative of the bank be available for the call and to introduce the Shield representative.
Enrollment Email	Following each training sessions, FI users will be asked to created all attendees as users within Shield Assure. Then the attendees will receive an email with their credentials. They will be asked to sign-in, create additional users, connect their seed-to-sale data, and upload accounting (optional).
Webinar Recording	Following the training sessions, a webinar recording(s) will be shared with the FI to share with new users. The webinar link may be sent via MailChimp to all attendees and non-attendees. Shield can provide ongoing updates to the FI regarding the individuals that viewed the recording.