How Confirm Fast-Tracks Your Financial Institution’s Setup Process
In today’s competitive financial landscape, efficiency and speed are critical to success. Whether you’re a credit union or community bank, every day spent waiting for system configurations delays your ability to serve your members and customers. That’s why Confirm is revolutionizing onboarding with self-service configuration options that allow institutions to go live in as little as one week!
Here’s how we make it possible.
1. VPN Configuration Made Easy
Security is the top priority for any financial institution. Setting up a virtual private network (VPN) can often require back-and-forth communications with IT staff, causing delays. At Confirm, we simplify the process by providing your institution with:
- Pre-configured settings
- A unique, secure pre-shared key
- A dedicated ticket thread to collaborate with IT
With this streamlined process, your team can secure remote access quickly and move forward without waiting for external updates.
2. Core Connectivity Configuration
Your institution’s core system is the backbone of your operations, and delays in connecting to it can create roadblocks. With Confirm’s self-service platform, there’s no need to wait for manual updates. You can:
- Enter your connection details in real time
- Instantly verify your setup results
This allows you to keep the setup process on your timeline, avoiding unnecessary delays that can come with waiting for outside support.
3. IP Address Configuration
To prevent unauthorized access, many financial institutions rely on IP whitelisting to secure their systems. With Confirm, you can easily submit all your public IP addresses for review and approval through our self-service portal. This ensures secure and efficient access for your organization while reducing wait times associated with manual configuration.
4. Email DNS Setup
For many institutions, securing email domains with SPF, DKIM, and DMARC configurations can be a challenge. Misconfigured DNS records can lead to email delivery issues or security vulnerabilities. Confirm’s self-service portal helps you:
- Configure your email domain and records
- Enable secure email authentication
- Facilitate one-time password (OTP) verification for enhanced security
This ensures your email system meets best practices for fraud prevention and secure communication.
How Does This Benefit Your Institution?
Our self-service approach is designed with your institution’s security and operational efficiency in mind. By reducing dependency on third-party support, Confirm enables you to:
- Accelerate deployment: Get your systems live in as little as a week.
- Enhance control: Manage your configurations without waiting on external teams.
- Improve security: Ensure key access points like VPN, DNS, and IP addresses are protected from unauthorized access.
With Confirm’s solutions, you’re not just going live faster—you’re taking control of your security and technology infrastructure.
Ready to Experience the Difference?
If you’re looking to streamline your technology setup and maintain robust security, Confirm can help you get there. Request a demo today to learn how we can empower your institution to move at the speed you need.