ALWAYS READ THE SMALL PRINT! Nothing contained in this Resource Center constitutes legal, financial, investment, or tax advice. All information is provided as-is with no guarantees, and all warranties are expressly disclaimed to the full extent permitted by law. UnifiMoney shall have no liability for reliance on any of the materials posted here. We encourage all visitors to the Resource Center to conduct their own independent research and verification of any information found here.
Implementing Unifimoney with your digital banking provider is a no-code configuration only exercise. Working with the manager of the client portal for your respective provider your institution could be live in less than a day. we are currently integrated with Q2, Jack Henry Banno, and Alkami with more implementations in process. This guide will be refreshed and updated as we go forward and ultimately we will have dedicated guides for each integration partner
As we build out our Client Resource Center we are keen to have your feedback on how to make it better. Please feel free to contact us at any time contact Hector at operations@unifi.money Head of Operations.
Click below to access Banno Integration Guide
We are a compliance first company and fully subscribe to the concept of responsible innovation. We have partnered with an independent compliance consulting firm to create a comprehensive due diligence package and playbook so you don't have to start from scratch. We have attempted to ensure that all your questions are addressed in this document but in the event they are not we invite you to reach out to us and we can address anything not covered adequately or answer any additional questions you may have.
Unifimoney attained SOC2 Type 2 Certification, please find the letter from our partner A-Lign confirming that.
If you require access to the full SOC 2 Type II report please request access via the Unifimoney Trust Center
The illustrative financial model is based on a number of assumptions of uptake and usage. You can edit the model as much or as little as you like to customize it for your business. If you would like our help in modeling out different scenarios please let us know and we will be happy to do so.
Access the standard and redline versions of our mNDA here. However if you prefer we use your form please we are happy to do so. Please submit your mNDA to us.
We want to make it as easy as possible to launch with Unifimoney. We have partnered with Brand825 and C2C Compliance to create compliant marketing campaign collateral for you to use. This collateral is designed to be downloaded, customized with your company logo and used. We have sought to provide as broad a portfolio of campaign assets as we can from in branch posters, bill stuffers and digital web pages, banners and content.
Below, please find a guide on how to compliantly market Unifimoney's services to your financial insitution's clients
Created in collobaration with Brand825, below please find ready to use marketing materials that have been reviewed by our compliance partners.
Let's add a list of document titles and descriptions with links to PDF's.
Implementing Unifimoney with your digital banking provider is a no-code configuration only exercise. Working with the manager of the client portal for your respective provider your institution could be live in less than a day. we are currently integrated with Q2 and Jack Henry Banno with more implementations in process. This guide will be refreshed and updated as we go forward and ultimately we will have dedicated guides for each integration partner.
As we build out our Client Resource Center we are keen to have your feedback on how to make it better. Please feel free to contact us at any time contact Anna Piliposyan anna.piliposyan@unifi.money Head of Operations.
Click below to access Banno Integration Guide
Click below to access Q2 Implementation Guide
We are a compliance first company and fully subscribe to the concept of responsible innovation. We have partnered with FS Vector a compliance consulting firm to create a comprehensive due diligence package and playbook so you don't have to start from scratch. We have attempted to ensure that all your questions are addressed in this document but in the event they are not we invite you to reach out to us and we can address anything not covered adequately or answer any additional questions you may have.
We are a compliance first company and fully subscribe to the concept of responsible innovation. We have partnered with FS Vector a compliance consulting firm to create a comprehensive due diligence package and playbook so you don't have to start from scratch. We have attempted to ensure that all your questions are addressed in this document but in the event they are not we invite you to reach out to us and we can address anything not covered adequately or answer any additional questions you may have.
Below please find the letter from our partner, Wipfli, confirming that we have engaged them to conduct a SOC 2 audit. Results will be shared once the audit is complete
The illustrative financial model is based on a number of assumptions of uptake and usage. You can edit the model as much or as little as you like to customize it for your business. If you would like our help in modeling out different scenarios please let us know and we will be happy to do so.
Access our standard mNDA here. However if you prefer we use your form please we are happy to do so. Please submit your mNDA to us.
We want to make it as easy as possible to launch with Unifimoney. We have partnered with Brand825 and InnReg to create compliant marketing campaign collateral for you to use. This collateral is designed to be downloaded, customized with your company logo and used. We have sought to provide as broad a portfolio of campaign assets as we can from in branch posters, bill stuffers and digital web pages, banners and content.
Below, please find a guide on how to compliantly market Unifimoney's services to your financial insitution's clients
Created in collobaration with Brand825, below please find ready to use marketing materials that have been reviewed by our compliance partners.
Let's add a list of document titles and descriptions with links to PDF's.
