Project Overview
We’ve digested your answers and pulled out the items we felt were important to discuss along with some questions to follow up on.
Elevator Pitch
FICOSO makes due diligence and lien filing simple and intuitive so that you can spend your time and energy closing deals and servicing your customers, not worrying about losing position or missing a filing.
Primary Audiences
FinTech Buyers at Commercial Lending Organizations
• Banks
• Credit unions
• Equipment financing companies
Primary Audience Buying Committee
1. Loan Operations Manager/Director/Team Leader
Main decision-maker
2. Software Engineer/Product Manager
Technical decision-make
• Relevant for: API-driven opportunities
• Care about: Development roadmap
• Website journey: Gated API documentation site, Postman testing
3. Loan Operations Specialists/Officers/Associates
End-users
Secondary Audiences
Data Aggregator Companies
Technical buyers providing know-your-business (KYB) solutions
Technical Ecosystem Partners
Technology providers that FICOSO integrates with
• Core banking systems (CBS)
• Loan origination systems (LOS)
• Integration platforms (iPaaS)
Non-technical Ecosystem Partners
Industry associations
Secondary Client Verticals
Commercial lending-adjacent
Law Firms
Legacy audience
HR Audience
Job applicants
Factoring
Registered Agent
Bulk Escrow
Titles
Customer Usage
FICOSO customers have differing needs for our services. Here are the main usage variations:
Searching only customers e.g. most data aggregators
Filing only customers, e.g. most equipment financers.
Multiuse customers e.g. most banks and credit unions.
Primary Actions
What are the primary actions you want a user to take when coming to your site?
- Find information for their vertical and engage with content
- Educational content during sales process
- Scheduling a demo
- Schedule a meeting/free consultation
Questions
We have a few clarifying questions we need answered.
What is the difference between scheduling a demo and a consultation?
What can a user expect when scheduling a free consultation?
What kind of educational content do you have other than product videos?
Could you walk us through a typical use case scenario that illustrates how a member of your target audience would interact with your portal/services?
Additional Pages to Review
Refresh & Recharge
Let’s pause for a 15-minute break!
Competitors
What makes them competitors and what can we learn from them?
Wolters Kluwer Lien Solutions (WKLS)
“Reliable” Old guard but innovative. Part of the WK Finance group in the U.S., with a description of “Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.”
Corporate Service Company (CSC)
“Trusted” CSC owns their own eRecording company and can offer county level filings with a lower cost.
Cogency
More focus on the legal side but have acquired Unisearch (UCC competitor) and TaxGuard (monitoring competitor).
Middesk
Originally a business verification company (KYB) Instant insights. Their marketing includes words such as easy, optimize, automate.
Industry UX Patterns
Features and UX systems common to the online higher education industry. We pull these as a baseline for “best-in-class” features so we can make them better.
Navigation
Exploring different ways of presenting menu items through both horizontal and vertical navigation patterns.
Segmented Audiences
Speaking directly to your users as a means of navigation. Allow them to identify themselves and craft a buyers journey for them with a conversion focused content strategy.
Product Pages
A page summary that highlights what the product is, its key features, and why it’s useful.
Solutions
An explanation of how your product or service solves a specific problem for a particular audience or industry.
Knowledge Hub
A centralized library of educational content—such as articles, guides, FAQs, videos, and whitepapers—designed to inform and empower users.
EcoSystems
SaaS based tools with API integrations and web hooks need to clearly illustrate to the user that we can meet them where they are.
FCS Website Selects
Middesk
Great gifs e.g. illustrating a search term being typed in and returning results
MindCloud
“On/off” widget demonstrating impact of using vs not using their product
Baselayer
Strong brand imagery and illustrations being leveraged to show their solutions and the transactions.
Square
Unique homepage
Paytient
Homepage with clear value prop and built-in chatbot
Vital Selects
Mixpanel
Light but transition to dark below the fold, large dashboard displays, subtle animations, large customer logos section
Wise
Clean with large typography, a modern sans serif, a mix of lifestyle imagery and graphics, custom 3D illustrations
Adyen
Prominent customer logos, simple icons, product/dashboard graphics with animations
LoanPro
Clean and professional color palette, custom icons and illustrations, prominent logo bar
Thank You for spending the day with us!
We’re excited to get started on your project! Your AM will be reaching out shortly for next steps.