A shareable demo that shows the product, the ops flow, and the trust story.
This walkthrough is built for buyers and internal stakeholders. It highlights the client onboarding flow, advisor portal, privacy queue, trust center, and the instant trial experience with captions on by default.
Follow the flow from first click to self-serve launch.
Prospects land on a polished site, not a placeholder
The public site now points people toward a clear path: watch the walkthrough, review trust and pricing, then create a dedicated trial without waiting for a live demo.
[00:00] The public site now points people toward a clear path: watch the walkthrough, review trust and pricing, then create a dedicated trial without waiting for a live demo.
Start from the instant trial form with only name and work email required. Marengo provisions a dedicated advisor workspace instead of dropping the buyer into a shared demo.
Open the onboarding link on desktop or mobile and submit a realistic sample household so the advisor view has real workflow context.
Use the emailed credentials, complete the email-code MFA step, and review the submission, status, and any follow-up flags in the dashboard.
If stakeholders ask about diligence, send the trust center instead of writing ad hoc explanations from scratch.
If the walkthrough looks good, the next best step is to create a dedicated workspace and run one real submission. That proves the client flow, the advisor dashboard, and the trust story in one shot.
The public site now points people toward a clear path: watch the walkthrough, review trust and pricing, then create a dedicated trial without waiting for a live demo.
The client experience is mobile-friendly, structured, and cleaner than email attachments or PDF packets, with progress, consent, and field guidance built in.
Once a submission lands, the advisor dashboard shows progress, status, follow-up context, and exports instead of burying the handoff in an inbox.
The new privacy queue handles data access, deletion, correction, legal hold, and retention review workflows, and approved deletions push records into redaction instead of ad hoc edits.
The trust center packages the security overview, WISP summary, incident response summary, vendor list, recovery summary, SOC readiness page, and DPA and MSA baselines in one place.
The self-serve trial flow provisions a dedicated workspace, returns the onboarding link, advisor dashboard, login, and temporary credentials, and now points the buyer to the walkthrough and trust docs.