Onboarding and Program Setup

At NBID, we act as an extension of your team. We work with you to get you up and running quickly, and we are long-term partners to ensure the NBID program provides growing value to you and your clients.

To get started, we'll onboard your institution to the network and train your team so you can start growing deposits and client relationships. The onboarding process itself normally only takes a few weeks and includes a few key objectives:

• Onboard Your Institution: We begin by onboarding your institution to the deposit network by working closely with your business and operations team.
• Train Your Operations Team: Our team will provide training for your operations staff, ensuring they are confident in deploying Insured Sweep Accounts and managing the platform.
• Educate Your Client-Facing Teams: We educate your client-facing teams, empowering them to clearly communicate the benefits of Insured Sweep Accounts to your clients. We'll work with your team to help target, position, and price the accounts based on best practices.

Our Institution Success team will guide you through the process, breaking it down into simple steps to set you up for success.