Training and Support

We are here to be your partners and support you, your clients, and your community any way we can. To help you deliver the full value of the NBID deposit network to your client, we take a structured and comprehensive approach to onboarding, ensuring your team is fully trained on day-to-day operations and understands the product features and benefits of the Insured Sweep Account. Our Institution Success team will be there from the very first day as a partner to guide you through the onboarding process, breaking it down into manageable steps to position you and your team for success.

• Onboard Your Institution: We begin by onboarding your institution to the deposit network, working closely with your business and operations team to set up your systems and processes
• Train Your Team: Our team will provide in-depth training for your operations staff, ensuring they are confident in deploying accounts and managing the platform
• Help You Grow: We offer educational sessions for your client-facing teams, empowering them to clearly communicate the benefits of NBID's solutions to your clients and grow your deposit base

Throughout the process NBID's team will be available to support your team, while also providing detailed guides, tutorials, and sales/marketing collateral for your team and your clients.