Title: Client Onboarding 101  
Owner: Casi Reily (Deactivated)
Creator: Casi Reily (Deactivated) Mar 15, 2023
Last Changed by: Tiffany Rapp Oct 01, 2024
Tiny Link: (useful for email) https://prepaidtechnologies.atlassian.net/wiki/x/D4Cggg
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Implementations Procedures (1)
    Page: TWIC Procedures
Hierarchy
Children (9)
    Page: Implementation Team Areas of Focus
    Page: Billing
    Page: Salesforce - Adding Opportunity
    Page: Fraud Guides for Clients (Account Management)
    Page: Pathward
    Page: FIS
    Page: Collateral Request
    Page: Email Handoffs to AM/CSM Examples
    Page: Master Onboarding Checklist
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Time Editor  
Oct 01, 2024 13:52 Tiffany Rapp View Changes
Aug 22, 2024 21:12 Tiffany Rapp View Changes
Jun 14, 2024 15:20 Tiffany Rapp View Changes
May 16, 2024 19:14 Tiffany Rapp View Changes
Apr 12, 2023 14:23 Casi Reily (Deactivated)  
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    https://apps.powerapps.com/play/e/default-0ed27c4e-d0d6-4ec…
    https://prepaidtechnologies.atlassian.net/l/cp/Mjb8MJ1f
    https://prepaidtechnologies.atlassian.net/l/cp/1ygh8UW5
    https://dashboard.naehas.com/MetaBankDashboard/smarttasks/s…
    mailto:clientservices@dashsolutions.com
    https://prepaid-portal.appspot.com/#/login
    https://partnerpass.pathward.com/Login.aspx?ReturnUrl=%2f
    https://prepaidtechnologies.atlassian.net/l/cp/fKeUqGgB
    https://inprepaid.sharepoint.com/:f:/r/sites/Implementation…
    https://tools.verifyemailaddress.io/
    https://vendorin.in-prepaid.com
    https://empeon.in-prepaid.com
    https://fisbusinesssuite.com
    mailto:corporate@dashsolutions.com
    https://inprepaid.sharepoint.com/sites/Implementations/Shar…
    https://prepaidtechnologies.atlassian.net/l/cp/LtF1J18C
    https://prepaidtechnologies.atlassian.net/l/cp/Z6vV5oBM
    quickemailverification.com/tools/email-checker
    https://inprepaid.sharepoint.com/:w:/r/sites/Implementation…
    https://prepaidtechnologies.atlassian.net/l/cp/jPJnmsjy
    https://prepaidtechnologies.atlassian.net/l/cp/juhYVvMd
    https://paypro.in-prepaid.com
    https://prepaidtechnologies.atlassian.net/l/cp/QdLWQ4Q3
    https://inprepaid.sharepoint.com/sites/Implementations/Shar…