Client summit 2016 Roundtable Discussion - Product Roadmap

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Transcript of Client summit 2016 Roundtable Discussion - Product Roadmap

Page 1: Client summit 2016 Roundtable Discussion - Product Roadmap

1CONFIDENTIAL & PRIVATEdefi SOLUTIONS

PUTTING A UNIQUE SPIN ON THE LENDING INDUSTRY

CLIENT “FEST” 2016

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2CONFIDENTIAL & PRIVATEdefi SOLUTIONS

FreedomEnhancements:

■ Automate the migration from QA to Production

■ User Experience / Interface: Achieve 90% NPS in 2016 through system training enhancements, improved client expectation setting and handoffs, and creating strategic client relationship management role & method

■ Seamless Onboarding: Provide a defect free production environment and exceptional ongoing support when and where customers need it

■ Eliminate Bugs: Create a bug retro process to ensure excellent experience

■ Execution: Implement Octo / Chef / QA baseline to facilitate execution at or above capacity consistently, enhance security features ES upgrades, TLS updates etc

■ Integration Partner Features: Printing/emailing adverse action, texting consumers at origination.

■ Electronic package processing: for funding and verification automation

Increase speed, improve UI, and automate QA to

Prod migrations

Product Roadmap

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3CONFIDENTIAL & PRIVATEdefi SOLUTIONS

Rock theFreedom

Portal:

■ Search the knowledge base for answers and solutions

■ Post Questions

■ Review the bidding portal items and provide feedback and funding: If you have a hot feature enhancement be sure to vote and provide financial support, the community will help and defi lenders will benefit as a group.

■ Score Points: we need someone to take Justin down a notch!

■ Enter Support Requests: Get help when you need it.

■ Get real time defi Status Page Info: Subscribe and monitor defi site status.

■ Access training videos: new system admins or other key users can get training online when they need it.

Leverage the power of community to enhance

your defi investment

Community Portal

Email: [email protected]: (817) 793-1591

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4CONFIDENTIAL & PRIVATEdefi SOLUTIONS

Georgine MuntzEmail: [email protected]

Phone: (817) 793-1591