ODFI Toolkits

Thinking of becoming an ODFI or want to be a better ODFI? WesPay has developed three publications to help you assess, implement, and market ACH origination services.


Becoming an ODFI - Volume 1 - Assessment Toolkit

Becoming an ODFI - Assessment Toolkit will walk you through a thorough decision making process that will bring all the necessary stakeholders in your organization into alignment with a decision to move forward with implementation, or to hold off until another more appropriate time.

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Becoming an ODFI - Volume 2 - Implementation Toolkit

The ODFI Implementation Toolkit is a comprehensive toolkit designed to assist you in your implementation of ACH Origination Services as an ODFI. This toolkit provides guidance and resources to guide organizations in the implementation process. This publication assumes that you have either completed the due diligence and decision making outlined in the "Becoming an ODFI: Assessment Toolkit" or that you have already completed your own assessment process and have a fully committed decision from your management team to implement ODFI products at your institution.

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Becoming a Better ODFI - Volume 3 - Sales & Marketing Toolkit

The ODFI Sales and Marketing Toolkit is a comprehensive toolkit designed to assist you in expanding your existing ACH Origination Services. This toolkit provides guidance and resources to help organizations in the evaluation and strategic process. This publication assumes that you have an existing Origination Program that has been tested and rolled out to existing clients.

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ODFI Courses