Start with the client journey
Map the experience from registration through verification, funding and trading. Decide which steps clients complete themselves and where a member of your team should help.
- Your brand, languages and target client experience
- The web and mobile screens clients will use
- How clients reach support when they need help
Define the team behind the account
Document the responsibilities of sales, retention and operations before assigning access. Decide who owns a new lead, who reviews documents and who follows up on funding requests.
- Departments, agent roles and lead assignment
- Lead statuses and callback practices
- Visibility into comments and client activity
Choose and test your connections
Review selected verification, communication and payment providers with your implementation team. Walk through each client journey with demo records before rollout. Technology setup is one part of launch planning; business and jurisdiction requirements need their own review.
Prepare a software acceptance checklist
Before launch, ask each team to complete its daily workflow in a test account. Record the expected result, the actual result and the owner of any issue. A working trading screen is only one part of the acceptance review.
- Register a test client and review the verification documents
- Check deposits, withdrawal requests and account history
- Place a demo order and review it on web and mobile
- Confirm that staff and partners see only the records assigned to them