Questionnaire
Page 1
Company Information
Company Name
Company Website URL
Company Stage
Please select...
Concept
MVP
In Production
Publicly Traded
Business Type
Please select...
FinTech
Bank
Credit Union
Neobank
Third Party Processor
Payroll Processor
Retailer
Other
Other Business Type
Business Needs
Bank Sponsor
Domestic Payments
Cross Border
Financial Account
BIN Sponsorship
Wealth Management
Cash Pickup
Core Ledger
Other Needs
Contact Information
First Name
Middle Name
Last Name
Title
Phone Number
Email
workflowUrl
SF Contact ID
Account SFID
Auto Approve
formApproveUrl
Opportunity ID
Lead ID
Hidden Email
Page 2
Additional Information
Please provide an explanation of the products and/or services your company offers
Please identify the typical payee and payor and the purpose of the payment
Number of Existing Customers
Number of Current or Projected Monthly Transactions
General Plans for Growth
Specific Use Case
Business Documents
(Maximum size 20 MB for each file uploading)
Funds Flow Diagram
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