For a Cycle of a LexAlign Diagnostic, can the Cohorts be configured to launch out of order, or does Cohort 1 have to launch first?
Cohorts launch based on their defined communication schedule independent of the Cohort number.
How does the bank see the data when customers complete their assessments?
The bank has a dashboard that provides summary information for all customers as well as specific customer information regarding the assessments completed.
For planning our next Cycle, how can we get a list of all customers from the LexAlign system?
You can extract a list of all customers, showing who is activated or deactivated by going into the Control Panel, selecting the Cycle Checklist, then going to the bottom and clicking on “Approve Customer List”. This allows you to download the full customer list. After downloading, simply cancel out of this section.
What does LexAlign do to ensure emails reach bank customers and can be trusted?
LexAlign does a number of things to ensure emails are delivered to bank customers and can be trusted. Most of these are easily configured in the LexAlign Control Panel.
- We use a sub-domain of the bank’s domain such as “lexalign.bankname.com”. LexAlign provisions this sub-domain based on the name the bank wants to use. When we provision the domain, we provide DNS (Domain Name System) information to the bank so that their IT department can add these records to their DNS. This lets email servers know that the email is authorized by the bank’s domain.
- We use a “Sender name” that matches what bank customers are used to seeing.
- We use a “reply to” email address that matches what bank customers are used to seeing.
- We include a link in the emails to a frequently asked questions page that lives on the banks website.
- We use the bank’s email footer as another item that bank customers will recognize to help them trust the email.
In addition to the above, prior to the launch of LexAlign, the bank will send an email through their normal delivery letting their customers know that they are using a new system for their annual audit process and to expect emails from LexAlign.
Why didn't I receive an email invitation to the demo site?
Please check your spam folder. If the email invitation is not in your spam folder please let us know and we will resend it.
How onerous is the Assessment for customers?
The LexAlign solution is a much better experience for customers, they see immediate benefits as opposed to the alternative approaches. The LexAlign solution empowers customers to recognize and manage their operational risks. The typical completion time for each LexAlign Assessments is around 30 minutes. Requiring customers to spend 30 minutes per year to complete an Assessment is not unreasonable.