What To Expect

Satisfaction Guaranteed

Here's our promise to your financial institution: We'll provide a personalized implementation process that best sets your project up for success based upon your unique needs and scope.

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You will never experience better customer service than that of Team Invo. Count on it. Guaranteed.

Sales Process Partnership. This is our approach to serving you and your financial institution from day one.

Our goal is to equip you and your institution with all relevant information to make the best decision to meet your operational needs and customer experience goals. Whatever that looks like, doing business with Team Invo is like bringing on a true partner who is fully aligned to your strategic vision.

We recommend starting with a strategy session meeting, signing up for a product demonstration, or attending one of our monthly Wednesday Webinar events. Here you will speak directly with our COO Jake Martin and one of our Solutions Consultants about determining the absolute best solution for your financial institution.

Support Process Once your video banking environment is live, you will have full access to the dedicated Invo Support Services team.

We were founded by bankers, for bankers, so we understand how important it is to solve any potential issues with your critical video banking channels.

Our partnership guarantee continues beyond the implementation process through your dedicated Invo Support Services team. Maintaining a global uptime average of 99.7%, our team will continue to work tirelessly to maintain all Invo platforms, keeping you running at maximum capacity.

Implementation Processs During the implementation process, your team will partner with a dedicated project manager who will steer your team through the entire process from kick-off to ‘go live’.

Our commitment to you is to have your environment live within 4-12 weeks, dependent upon the scope of your project. During this process, dependent upon your project scope, our team will:

' Provide eSign and credentialing instructions, as well as request information for a mobile app if applicable
' Establish a clear timeline of necessary steps for all resources involved
' Maintain consistent weekly communication through email updates and status meetings
' Design and customize your environment with your institution’s unique branding and color scheme
' Provide eSign and credentialing instructions, as well as request information for a mobile app if applicable
' Execute training of systems - including optional on-location training
' Test your video banking environment until it is ready to go live
' Ensure your full satisfaction is achieved. Guaranteed

We pride ourselves on being different. Our mission is to provide value to your financial institution. You can start that journey today!

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