Learn how to make the most of Bank.io OXP
Training
Training is provided as part of our initial implementations, but sometimes additional coaching is required to support new team members or role changes. The Bank.io OXP team is available to support your credit union team with supplemental training as required.
Learn how to configure products, content, e-mail templates, users and branding resources to ensure you can quickly roll out updates.
Bank.io OXP has worked on dozens of implementation projects and knows how to streamline your AOS and LOS processes to maximize efficiency and ensure consistency.
Learn how to configure and implement your own forms for digital signing to ensure the right documents are being presented to applicants.
In-depth training for integration flows and configuration options are available for super users within your institution.