Sophia Wang

Book this event for a first call between your team and your newly assigned Relationship Manager.

Typically this time is used for: team introductions, understanding how you're currently using Mercury, gather product feedback, explore any features that might make sense as you continue to build.

An onboarding session for users recently added to a Mercury account - whether a first-time user or a Mercury power-user.

An opportunity to take a deeper dive into Mercury's IO Credit Card offering with your RM. You can anticipate discussing: benefits (1.5% cashback, virtual cards, customizable limits, etc), your organization's limit, as well as how to get up and running on IO.

An opportunity to take a deeper dive into Mercury's financial workflow products (Bill Pay, Reimbursements, Invoicing, Accounting Integrations) with your RM. You can anticipate: a feature overview and demo, what it looks like to get started, etc.

An opportunity to take a deeper dive into Mercury's Treasury product with your RM. You can anticipate discussing: fund options available, liquidity timelines and cash management strategies, as well as setting up auto-transfer rules, etc.

Book this event for a more general 15 or 30 minute touch base to get questions answered or discuss your team's banking needs on an ad-hoc basis.