Initial needs analysis
Mako engages in new discussions with financial institutions by determining the scope of the project and stakeholders, while gathering information about existing forms and workflows. This information allows our team to create a customized demonstration of the platform.
Custom multi-stakeholder demo
All parties involved with digital transformation are invited to participate in a demonstration catered to the needs of the institution. Here each stakeholder can ask questions about the needs of their department.
Due diligence process
Our team will engage in an in-depth due diligence process with your compliance, security, legal, operations and management team as needed.
Service Level Agreement (SLA) and legal review
Our team will work directly with your legal team to provide any additional details or documents needed to facilitate the SLA.
Configuration, testing, validation
Once both teams have validated the custom configuration, a final version is launched and training is scheduled with all stakeholders and you’re all set.