Course curriculum

  1. 1
    • Welcome to Trulioo!

    • How to use this course

    • Weekly Goals

    • Trulioo Product Taxonomy

    • Trulioo Acronyms and Abbreviations

    • Trulioo Knowledge Repositories

  2. 2
    • Week One Overview

    • Introduction to Trulioo

    • Trulioo Company Vision (Aug 2025)

    • Trulioo Engineering Strategy (Aug 2025)

    • Trulioo Product Vision (Aug 2025)

    • How identity verification is shaping the future of fintech and digital finance with Zac Cohen

    • Driving Global Growth for the Organizations

    • Introduction to Trulioo Identity Platform and Workflow Studio

    • Introduction to Trulioo Services

    • Know your Agent update (Oct 2025)

    • Platinum Sales Library

    • Introduction to Trulioo Target Industries

    • Introduction to Buyer's Persona

    • Knowledge Check - Tell your Grandmother what Trulioo does

    • Introduction to Trulioo Departments and Teams

    • Introduction to Your Role

    • Access and Tools Setup

    • Introduction to Trulioo General Tools

    • Introduction to Trulioo Sales Tools (Part 1)

    • Introduction to Trulioo Sales Tools (Part 2)

    • SDR/AE Tools Alignment

    • Trulioo Sales Stages in Salesforce

    • Evaluation Process Handbook

    • Trulioo Sales Discovery Questions

    • Describing our Products and Roadmap

    • Week 1 Assignment: Your first customer presentation

    • Check Your Knowledge: Week One Quiz

    • Check Your Access

    • Week One Feedback

  3. 3
    • Week Two Overview

    • GTM Hub Reminder

    • Introduction to Person Verification

    • Note on Fraud Intelligence - Person Fraud

    • Solution Sheet: Verifying Digital Identities around the World

    • Solution Sheet: Verify ID Documents across the Globe

    • Solution Sheet: Trulioo Watchlist Screening

    • Introduction to Trulioo KYC Data (Person Match)

    • Your first KYC Data Transaction

    • Meet with an Expert

    • KYC Data Country Profiles

    • Case Study: Identity Verification Fuels eToro’s Global Expansion

    • Training Videos - KYC Data

    • [OPTIONAL] Trulioo Person Match ICPs and Use Cases

    • [OPTIONAL] Trulioo Person Match Data Sources and Coverage

    • [OPTIONAL] Trulioo Person Match Features and Performance

    • [OPTIONAL] Trulioo Person Match Demo Best Practices

    • Check Your Knowledge: Person Match Quiz

    • Introduction to Trulioo KYC Documents

    • KYC Documents Training

    • KYC Documents - Best in Class Pitch (SKO 2025)

    • KYC Documents - Known Faces

    • KYC Documents - Known Faces One Pager

    • Try-out: Your first KYC Documents Transaction

    • Check Your Knowledge: Identity Document Verification Quiz

    • Introduction to Person Watchlist

    • Watchlist - Resources

    • Check Your Knowledge: Watchlist Quiz

    • Week 2 Assignment - The Trulioo KYC Story

    • Week Two Feedback

  4. 4
    • Week Three Overview

    • GTM Hub Reminder

    • Introduction to Business Verification

    • Introduction to Trulioo Business Verification

    • Case Study: PSI-Pay: Take Zero Chances With Due Diligence

    • Business Verification Market Overview

    • Where We Win

    • Business Verification Data and Sources

    • Business Verification Intelligence Layer

    • Business Verification Demo Best Practices

    • KYB + KYC

    • Business Verification report

    • Business Verification Testing Best Practices

    • Trulioo 2024 Business Verification Showcase

    • Note on Business Watchlist

    • Check Your Knowledge: Business Verification Quiz

    • Check Your Knowledge: Create a Short Presentation Video on Business Verification

    • Week Three Feedback

  5. 5
    • Week Four Overview

    • GTM Hub Reminder

    • Introduction to Trulioo Identity Platform and Workflow Studio

    • API Basics

    • Introduction to Trulioo API

    • Person Match Implementation and VOP

    • Business Verification Implementation and API

    • Check Your Knowledge: API Quiz

    • Introduction to Workflow Studio and Orchestration

    • How to Build and Demo Person Verification/Country Optimization

    • How to Build and Demo Business Verification/UBO

    • Check Your Knowledge: Create a Short Presentation on Workflow Studio

    • Introduction to Fraud Intellignece

    • Fraud 101 - Fraud 10K Overview

    • Fraud 101 - Fraud controls and mitigation

    • Fraud 101 - Decisioning, Authentication & Post Outcome work

    • Fraud 101 - Trulioo in Framework of Customer Controls

    • Fraud Intelligence Pitch & Key Points

    • Check Your Knowledge: Consortium in Fraud Intelligence

    • Week Four Feedback

  6. 6
    • Trulioo ICP Training Series

    • Introduction to Customer QBR

    • Introduction to Trulioo Batch Process

    • Introduction to Value Optimization Program

    • Platinum Sales Slides Library (Master Pitch Deck)

    • Trulioo Pricebook

    • Real Case Scenario: Gong Call

    • Recap of Trulioo Account Executive Onboarding!

    • After we Finish ...