Application Guide

FinTech Innovation Lab application How-to guide Powered by 1 Overview About the lab About TechPassport FinTech Innovation Lab London is a highly competitive, TechPassport is proud to be powering the application 12-week program that helps innovative startup fintech process for the FIL 2024 cohort. companies at various stages refine and test their value If your product is a match for the TechPassport Market proposition with the support of the world’s leading Place, you will be automatically added so that you have financial service firms. further opportunities to sell to Financial Institutions in our Build connections with relevant decision-makers in the community. fintech industry, gain valuable insights to take your To take part in the FIL program, you will need to agree to business to the next level, and increase your visibility with our Terms of Service and have the option to leave at any the people who matter. point after the FIL program has completed. 2 Joining the platform The FIL application process can only be accessed through the unique link, available on the FinTech Innovation Lab website. It is a separate link to the regular TechPassport portal. From the dedicated FIL landing page, click ‘New applicant’. Enter some basic details to create your account. Make sure you read and agree to our Terms of Service. You can also download a copy directly from the create account screen. Apply for the 2024 cohort Already on TechPassport? If your company is already registered on TechPassport you can sign in via the FIL portal using your existing credentials. We’ll carry over any information to your FIL application and you’ll just need to fill in the additional fields. We’ve sent you a confirmation code Once you’ve filled in some basic Sign up complete! information, we will send you an authentication code via email to register your account. Use the code you receive to verify your account. If you can’t find the email, remember to check your junk folder. 3 Onboarding Application questions Once you log in, you will be directed to the The questions are divided into three sections: onboarding and application questions. • Profile You can access these again at any time by clicking • Solutions your name in the top right and selecting ‘edit profile’. • Motivation Profile Complete the required ‘personal’ and ‘company’ Profile Solutions Motivation information. You can invite new users as part of your company with different permissions levels, who will then receive an email with a personalised invite link to create their own user account. This section includes questions related to the traction of your company within financial services, diversity, ESG and insurance. Mandatory questions By default, you will only see the mandatory questions required for your FIL application. The additional questions are designed for if your solution(s) are added to the TechPassport platform and completing them now will not effect your application but may save you time later. You can change this and view the full set of questions by switching the ‘show mandatory only’ toggle to ‘off’. Motivation Profile Solutions Solutions Once you have completed the mandatory profile information, move on to the solutions section. Start by setting up a new solution and completing the necessary information. You can save a solution as ‘draft’ to return to it later, or ‘submit’ it for review. You must have one submitted solution in order for your application to be reviewed. Motivation Profile Solutions Motivation The motivation section features questions related directly to your FIL application, including about why you want to join the program and your commitment to the initiative. This is your chance to really sell your application, and show what makes your proposition unique. If you were referred to the program by a partner, or invited to apply by Accenture, you can tell us this in the final section. 4 The dashboard From the dashboard, you see information about your solution(s) and your onboarding Solutions progress. Solutions Your solution(s) can be edited and deleted using the dashboard widget, and you can quickly set up a new solution using the button here. If you’re an early-stage startup, you’ll likely only have one solution, which is your main proposition. You can also see the status of your solution(s) here. You’ll need one ‘submitted’ solution for your application to be reviewed by the FIL panel. Application progress Once you have completed the mandatory application information, indicated by the progress dials on the dashboard, your application Application progress will be considered complete and eligible for review. This is automatic and does not require you to submit the application, meaning you can edit or add to your application at any point. For example, you might want to later complete some of the optional questions to increase your eligibility for the TechPassport Marketplace, making your solution visible to some of the leading Financial Institutions who use the platform. Go to application You can return to the application questions by clicking the button in the dashboard widget, or by clicking your name in the top left and selecting ‘edit profile’. 5 The team page You can view members of your team on the dedicated page. This will be anyone you added as a user in the onboarding progress, but you Team members can also add additional team members here. Your own account is indicated by the pink user icon. There are several actions available: Resend email invitation (if they have not yet logged in and are marked as ‘inactive’ Edit user details such as name or email address Delete user; please note that this cannot be undone Add new team member Inviting a team member For your colleagues to be able to log in and amend your application, they must be added as a new user to your company. Do not share your log in details or Team member added ask them to register via the landing page. When you add them as a team member, they will receive an email with a personalised link, which will give them access to your company’s application on the platform. Next steps Once you have completed all of the mandatory Once the shortlisting phase begins, you will gain questions of the onboarding application, and have access to the next version of the platform, which will submitted at least one solution, your application will include the ability for the FIL team to communicate automatically be available to assessors for scoring. with you regarding the status of your application, or to let you know if more information is required to They will rate your application based on specific proceed. criteria, after which the FinTech Innovation Lab team will begin shortlisting applications for the next cohort. If you have any questions about the process, you can contact the FIL team via their website.