We’ve got you every step of the way

Our team will help you connect to Avallone and take you from zero to hero in no time

Step 1

Preboarding

Getting ready

Preparing for our journey together

We want to make sure that when we start your Onboarding that we hit the ground running! During Preboarding, you get an introduction to the Customer Success team - as well as a quick walkthrough of our Onboarding process. We’ll get to know your team and answer any initial questions, so we’re set up for success when we start.

Step 2

Onboarding

What to expect

Headline

We have developed a 6 session onboarding program to help you get started with Avallone so you can benefit from the platform as soon as possible.

We can have 1 session per week. Or if you would like to onboard faster, we can have 2-3 sessions per week.

What to expect

Headline

To make this happen, we will need your collaboration, data and time to set aside for a series for configuration and training sessions.

While each Customer will have their own unique data and training needs, in our experience, you can anticipate a 2 to 3 hour involvement on your side per session - for a total of 12 to 18 hours during Onboarding.

Process

Data

Data upload

Now that you have your Avallone Tenant, we show you how to create companies and officers, including uploading supporting documentation - which you need to start using the platform.

There is a possibility to bulk upload your data via information you provide in CSV format, and we will discuss how Avallone can assist you with this.

KYC

Documents + KYC Q&A

A final step in initially having all of your company information in the Avallone platform is to upload documents and start providing answers to common KYC questions. While this is not critical to complete Onboarding, starting this now will help you make future KYC responses faster and more efficient.

Share

Accept requests
and share KYC packages

At the end of the Onboarding phase, you will have your latest company data in Avallone and training on how to manage the platform. Our last session will focus on the ultimate power and benefit of our platform in allowing you to easily complete KYC requests + share them with third parties.

5

4

6

2

3

1

Start

Welcome + configuration

We start our journey together with a Welcome Meeting where we review our schedule to make sure the velocity of Onboarding matches your needs.

Based on your purchase, we will create + initially configure your tenant - as well as add your first KYC Manager.

While our KYC subject matter experts will be primarily assisting you during our Enrichment phase - which follows a successfully completed Onboarding - you will be introduced to one of them in this session. They may ask some initial questions about your process + team structure.  

Link

Company and officer relationships

We start our journey together with a Welcome Meeting where we review our schedule to make sure the velocity of Onboarding matches your needs.

Based on your purchase, we will create + initially configure your tenant - as well as add your first KYC Manager.

While our KYC subject matter experts will be primarily assisting you during our Enrichment phase - which follows a successfully completed Onboarding - you will be introduced to one of them in this session. They may ask some initial questions about your process + team structure.  

Train

Full platform training

While training will be happening in each of the session before, in this 5th step, your Customer Success Manager will provide a formal training session summarising all you need to know for using the platform. This can be recorded and provided for your future reference + training of other team members.

Data

Data upload

Now that you have your Avallone Tenant, we show you how to create companies and officers, including uploading supporting documentation - which you need to start using the platform.There is a possibility to bulk upload your data via information you provide in CSV format, and we will discuss how Avallone can assist you with this.

Link

Company and officer relationships

We start our journey together with a Welcome Meeting where we review our schedule to make sure the velocity of Onboarding matches your needs.Based on your purchase, we will create + initially configure your tenant - as well as add your first KYC Manager.While our KYC subject matter experts will be primarily assisting you during our Enrichment phase - which follows a successfully completed Onboarding - you will be introduced to one of them in this session. They may ask some initial questions about your process + team structure.

KYC

Documents + KYC Q&A

A final step in initially having all of your company information in the Avallone platform is to upload documents and start providing answers to common KYC questions. While this is not critical to complete Onboarding, starting this now will help you make future KYC responses faster and more efficient.

Train

Full platform training

While training will be happening in each of the session before, in this 5th step, your Customer Success Manager will provide a formal training session summarising all you need to know for using the platform. This can be recorded and provided for your future reference + training of other team members.

Share

Accept requests
and share KYC packages

At the end of the Onboarding phase, you will have your latest company data in Avallone and training on how to manage the platform. Our last session will focus on the ultimate power and benefit of our platform in allowing you to easily complete KYC requests + share them with third parties.

Step 3

Enrichment

What to expect

4 sessions

Typically, this is a 4 session phase where our KYC experts will advise you + your organisation on adoption of Avallone into your KYC + compliance processes.

Following the 1st session, the Avallone team will adjust sessions 2 to 4 based on your needs. An example of what it could be is:

1.

session

Avallone reviews our best practices for rollout

2.

session

Workshop to discuss any identified pain points within your organisation

3.

session

Avallone to present any suggestions for your pain points

4.

session

Avallone provides a broader training session for your entire set of relevant teams + employees

We’re here to help

Meet the team that’ll get you onboard. We’re here to help you every step of the way and beyond.

Customer success

Timea Kovacs

“Let’s get you from zero to hero”

Timea is here to....... lorem ipsum lorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsum.

Get in touch >

Customer success

Ada Chan

“Let’s get you from zero to hero”

Ada is here to....... lorem ipsum lorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsumlorem ipsum.

Get in touch >

Onboarding journey

“We felt assured and in the safest of hands”

When NREP onboarded, they we’re met with enthusiasm and tenacity and got up and running in just two weeks.

Read the article >

Request a demo of the Avallone platform

Request a demo of the Avallone platform

See firsthand how Avallone can help you reduce time spent on manual work, increase quality of KYC responses and comply with GDPR and privacy regulations.

Thanks for your interest in Avallone.
We’ll reach out to you very soon!
Oops! Something went wrong while submitting the form.