How Does TechPassport Work?

When onboarding to TechPassport suppliers provide some information about their company and their products. These questions have been collaboratively created by a group of representatives from fifteen of the world’s biggest financial institutions, and show buyers how much you align with their internal compliance processes. You are able to validate some of this information by uploading compliance policies to your profile which a buyer can access after implementing an NDA or sending a POC request.

Once buyers have assessed the information they can send over an NDA or a POC and conditions such as trial fee, length of trial, and use case are negotiated in our collaboration tool, ensuring transparent and auditable communications throughout the engagement.

The information provided during onboarding can also speed up any procurement or onboarding processes required post-POC, significantly reducing the amount of time the financial services sales cycle can take.