Implementation

What to Expect When You Sign

When you sign a contract with ZSuite Tech, a kickoff call will be scheduled right away to introduce you to your implementation team. Over the course of the project you will go through the following stages together:  

  • Preparing for implementation 
  • Daily File Extract Creation 
  • Interest Configurations 
  • Testing & Data Validation 
  • Training Sessions
  • Engaging Users/Rollout 
  • Implementation Project Close 

As implementation comes to an end, you will be introduced to the Client Success Team.

Meet the Client Success Team

Average implementation time is 120 days from kickoff to launch

Implementation Timeline graphic

Banking technology partners we work with

Implementation FAQ

How long does implementation take?

It’s a 120-day average implementation time from kickoff to completion.

When can I start implementation?

As soon as the contract is signed, we will reach out and connect about next steps, including setting up the official kickoff call.

Who from my FI needs to be involved?

The team’s size will vary based on how you choose to fill the following roles. For some FIs, the team is small, and individuals work in multiple roles. For other FIs, the teams are larger, with a Subject Matter Expert (SME) to represent decisions made for that role.

  • Executive Sponsor/Project Champion
  • Project Lead/Project Manager
  • Compliance Expert
  • Business SME
  • Commercial Sales Lead
  • Data / Data Reporting Expert
  • Marketing & Training Expert as needed
Who from ZSuite Tech will be involved in the implementation?

We have a dedicated implementation team who will be with you every step of the way.

What will I need to do to prepare for implementation?
  • Safelist a short list of domains and IPs
  • Provide public SSH Key(s)
  • Data extract; sample data information will be provided
  • Interest configuration documentation

Request a Demo
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