Tap to Pay FI Instructions CSI.pdf
Tap to Pay FI Launch Instructions
Document Goal:
Tap to Pay for iPhone is an add-on module to the Autobooks product suite. This document provides instructions on the tasks that must be completed by you (the financial institution) in order to make Tap to Pay available to your small business customers / members.
Resources you’ll need:
To launch Tap to Pay on iPhone, you’ll need certain resources aligned internally to complete the full set of tasks. Make sure to secure at a minimum:
- Project leader that can determine Go Live dates, secure employee resources for various tasks.
- Testing or Quality Assurance resources.
- Your resource that manages publishing of online banking apps to the App Store.
- Training and Marketing resource(s).
FI Project Checklist in Timeline Order
| TASK OWNER | TASK | DEPENDENCIES/NOTES |
|---|---|---|
| Project Leader | Confirm Tap to Pay Launch Date | |
| FI Training and Marketing Resource | Schedule employees for Tap to Pay Webinar | |
| FI Training and Marketing Resource | Create marketing strategy/plan |
Confirm Tap to Pay Launch Timeline:
To launch Tap to Pay on iPhone, you’ll need certain resources aligned internally to complete the full set of tasks. Make sure to secure at a minimum:
Schedule employees for Tap to Pay webinar:
Training: Autobooks provides two options for training your staff on Tap to Pay
- Autobooks hosts regular Tap to Pay training webinars for your staff to attend. Click here to register for an upcoming training date.
- Train the team yourself using our Tap to Pay training kit supplement.
Create marketing strategy/plan (recommended, not required):
Marketing: Autobooks provides all the marketing assets you’ll need to promote Tap to Pay to your customer base. Review our marketing assets here.