Welcome to Trulioo!
How to use this course
Weekly Goals
Trulioo Acronyms and Abbreviations
Trulioo Knowledge Repositories
Week One Overview
Introduction to Trulioo
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
Introduction to Trulioo Target Industries
Introduction to Buyer's Persona
Introduction to Trulioo Competitive Analysis
Introduction to Trulioo Departments and Teams
Introduction to Your Role
Access and Tools Setup
Introduction to Trulioo General Tools
Introduction to Trulioo CSM Tools
Trulioo Sales Stages in Salesforce
Check Your Knowledge: Create a Short Presentation on Trulioo, your role as an Account Executive, and the essential tools
Check Your Knowledge: Week One Quiz
Check Your Access
Week One Feedback
Week Two Overview
GTM Hub Reminder
Introduction to Person Verification
Introduction to Trulioo Person Match
Case Study: Identity Verification Fuels eToro’s Global Expansion
Trulioo Person Match ICPs and Use Cases
Trulioo Person Match Data Sources and Coverage
Trulioo Person Match Features and Performance
Trulioo Person Match Demo Best Practices
Check Your Knowledge: Person Match Quiz
Introduction to Trulioo Identity Document Verification
Identity Document Verification-Capture
Identity Document Verification-Verification
Identity Document Verification-AI/ML
How to Demo Identity Document Verification
Check Your Knowledge: Identity Document Verification Quiz
Introduction to Person Match Watchlist
Watchlist Screening-Part One
Watchlist Screening-Part Two
Check Your Knowledge: Watchlist Quiz
Check Your Knowledge: Create a Short Presentation Video on Person Verification
Week Two Feedback
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
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
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 ...
