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Onboarding by Mind Map: Onboarding

1. 1. Value Statement ('problem')

1.1. we begin with a specific feature of our platform that will solve our prospect’s main problem

2. 2. Why Us / About Us ('solution')

2.1. How are we best placed to solve the problem?

2.1.1. key point 1 - platform is what we do. passionate about platform

2.1.2. key point 2 - industry veterans in solution automation

2.1.3. key point 3 - Technology strength

2.2. Our history

2.3. Our team

3. 3. Solutions we provide ('products)

3.1. Customer Service Management / BackOffice

3.1.1. Highly customizable Backoffice Lightning fast BO Real-time monitoring Export Data (CSV) Ability open & work on multiple tabs Ability to search individual section

3.1.2. Customer Service

3.1.2.1. Advanced Customer Search

3.1.2.1.1. customer id

3.1.2.1.2. email id

3.1.2.1.3. external id

3.1.2.1.4. phone

3.1.2.1.5. partner external id

3.1.2.1.6. mobile

3.1.2.1.7. screen name

3.1.2.1.8. last name

3.1.2.1.9. affiliation id

3.1.2.1.10. Partners / Brands

3.1.2.2. Search Alerts

3.1.2.2.1. Date Range

3.1.2.2.2. Agent Name

3.1.2.2.3. Customer ID

3.1.2.2.4. Queue Name

3.1.2.2.5. Status

3.1.2.2.6. Partners / Brands

3.1.2.3. View Activity

3.1.2.3.1. View Sign ups

3.1.2.3.2. View Logins

3.1.2.3.3. View Conversions

3.1.2.3.4. View Verifications

3.1.2.4. View Alerts

3.1.2.4.1. All Alerts

3.1.2.4.2. My Alerts

3.1.2.5. VIP Manager

3.1.2.5.1. View All

3.1.2.5.2. Search by Agent (dropdown)

3.1.2.6. Agents Reports Dashboard

3.1.3. Marketing & Retention

3.1.3.1. Industry leading Integrated Bonus System Configure custom segmentation in real-time Industry vetted automated promotion solutions

3.1.3.2. Bonus

3.1.3.2.1. Bonus Type

3.1.3.2.2. Bonus Category

3.1.3.3. Automated & industry tested promotion solutions

3.1.4. Banking

3.1.4.1. Wallet

3.1.4.1.1. Ability to integrate 3rd party payment provider

3.1.4.1.2. Automated rule for deposit and withdrawal

3.1.4.1.3. Real-time monitoring

3.1.5. Risk Management

3.1.6. Product Management

3.1.7. Admin

3.1.8. BI-Reports

3.2. Open API

3.2.1. Modular API based platform

3.3. Integration hub

3.4. Compliance

3.4.1. Certified and regulated

3.4.2. Pro-active compliance culture

3.5. Front end Solution

3.5.1. Fully customizable UI

3.5.2. CMS solution

4. 4. One last thing

4.1. Any Case Studies that we can share?

4.1.1. launching a new brand

4.1.2. migrating from an existing platform

4.2. Information about existing Clients, Any comments from Clients about our service

4.3. System stability, Volume of transaction etc