Customer Success Workshop

Gearing up for quarter-end distribution payments? Join our Customer Success Team as we walk through prerequisites to ensure your bank account and payment information are set up in the workspace.

Friday at 1:00PM PT

(Monthly)

45 Minutes

Sit down with a product expert and learn about the initial configuration steps required to begin administering payments through your Juniper Square workspace. Whether you intend to pay your investors via ACH direct deposit or check, this workshop will help you set up a payment workflow that is quick, efficient, and repeatable.

In this session, we will cover:

Payment user roles
Adding your entity bank accounts to the workspace
Setting up check payments with Lob.com
Entity-specific payment settings
Requesting and storing investor payment instructions

Hosts

Our Customer Success Managers and Product Support Specialists have experience working with our 1,700+ GPs across capital markets. Each session is hosted by a member of our team intimately familiar with the Juniper Square platform.