Getting Started: Kickoff Meeting

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Thanks for choosing Snap! Spend to manage your program funds! The first step in your onboarding journey is a quick 15-minute call with your Onboarding Manager. 


➡️ Your Snap! Spend Sales Rep will provide you with a booking link to schedule your kickoff meeting after signing your contract. 

 

Who should I bring to the call? 

This call is exclusive to you as the Program Admin and anyone else on your admin team.

Note: This call is not intended for group/team managers! 


What can I expect during the call? 

  • Introduction to your Onboarding Manager
  • Overview of the Onboarding Journey 
  • Setting Expectations for Action Items & Timeline
  • Booking your 1:1 Program Admin Training 

 

Snap! Spend is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC. The Snap! Spend Visa Debit is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa cards are accepted. 

Your deposits qualify for up to a maximum of $2,500,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. 

You can access the terms and conditions of the sweep program at https://go.thread.bank/sweepdisclosure and a list of program banks at https://go.thread.bank/programbanks.  Please contact customerservice@thread.bank with questions on the sweep program.