Zelle Implementation Considerations

A List of Key Questions and Considerations to Prepare Your Financial Institution to Integrate the Zelle P2P Service

Integrating the Zelle P2P Service into a financial institution's ecosystem is an incredible opportunity, but the journey to get there can be a rocky one for institutions not adequately prepared.

Integrating the Zelle P2P Service into a financial institution’s ecosystem is an incredible opportunity, but the journey to get there can be a rocky one for institutions not adequately prepared. To help your bank build a knowledge base and prepare yourself to ask the right questions (both internally and externally), Levvel has composed a list of key questions and considerations that you can use to prepare.

These questions are based on Levvel’s extensive experience with Zelle, including both business considerations (e.g., business requirements, operations, fraud prevention) and technical considerations (e.g., architecture, design, coding & implementation). Of course, there are always unforeseen considerations. The key is to always ask a lot of questions, both of your internal teams and any external providers. And don’t forget EWS (Early Warning Systems) is always available as your partner and guide.

Authored By

Jonathan Parker

Client Solutions Lead

Chris Clark

Financial Services Consultant

How can this guide help you?

  • Build a knowledge base
  • Ask the right questions
  • Leverage your resources
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Zelle Implementation Considerations

A List of Key Questions and Considerations to Prepare Your Financial Institution to Integrate the Zelle P2P Service

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