I have been invited to TechPassport by a Financial Institution so they can execute an NDA or POC, what do I need to fill in?

To make your profile visible to the financial institutions using TechPassport you will need to have submitted a product. 

Before doing this, you will need to add some company information. 

Below is a step-by-step guide on the quickest route to receiving an NDA or POC request:

1. Click ‘company information’ on your TechPassport dashboard.
2. Use the “Mandatory Questions Only” (circled below in red) filter to show only essential information. Save your answers after answering the relevant questions.
3. After company details have been saved, click ‘edit products’ to start adding product information. Follow step two in this section and submit the mandatory information.

If you answer only the mandatory questions in the company and product sections, you should be able to get through the process in around 10-15 minutes.

The Enterprise Ready Questions section of the platform is not mandatory for an NDA or POC request, so feel free to leave them alone until after your product has been submitted and an FI has sent you a request. However, in most cases FIs will ask you to answer these questions at some stage as part of their process, so we usually recommend tackling the ERQs as early as possible.

From your dashboard you can download a user guide which shows you more about the mandatory questions switch and how to structure your onboarding.