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Mako Walkthrough Platform Overview

Emily Johnson
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mako walkthrough platform overview

Welcome to our new video series, in which our Customer Success Manager, Philippe, provides detailed walkthroughs of Mako's powerful platform. Whether you're new to Mako or looking to maximize your use of its features, this video will jumpstart your knowledge about our platform and help you navigate the main features. Philippe breaks down the essentials, showing you how to navigate and utilize Mako to its full potential. Get started with our platform by learning about Mako’s main features: This video is just the beginning. Stay tuned for the next installment, in which Philippe will walk you through the steps to launching and managing workflows.

Discover the difference Mako can make in your everyday operations. Explore, learn, and transform the way you manage your business processes with Mako. Watch the video below: If you are new to the Mako System, welcome! You can follow this guide to familiarize yourself with some of the first and most common functions you will encounter in the Mako Central Management System (CMS). Let’s get started!

You might not need to complete all of these steps in your implementation, so you can skip any steps that do not apply to you. The Mako CMS is where all Mako Devices are controlled and managed. Mako Devices are not able to be configured locally (on-device). Instead, they are exclusively configured via the CMS. Before you physically connect a Mako Device, it must be set up in the CMS. Out of the box, Mako Devices are preconfigured to request an IP address via DHCP on their primary WAN interface (or port 1 on managed switches).

Most Mako Devices with built-in cellular WANs will also try to connect via the cellular network. Once a Mako Device establishes an internet connection, it will communicate with the Mako CMS to retrieve its configuration profile. It will also create an encrypted connection to the CMS so any changes are applied securely within seconds. None of your data flows through the CMS; it’s there for command and control only. Should your Mako Device require a specific WAN configuration to enable internet connectivity, this is still achieved via the Mako CMS. You can download the device’s configuration profile from the CMS and copy it onto a USB flash drive which is inserted into your Mako Device.

The device will then load that config, connect to the Internet and begin communicating with the CMS. There are four major entity types controlled via the Mako CMS: Welcome to another insightful training session brought to you by Mako! In our latest video, hosted by Phil, our Customer Success Manager, we dive deep into the seamless process of launching a workflow on Mako. Whether you’re new to Mako or looking to maximize your use of its features, this video will jumpstart your knowledge about our platform and help you navigate its main features. Phil breaks down the essentials, showing you how to navigate and utilize Mako to its full potential.

Get started by learning how to navigate the Mako Portal and select the PM onboarding workflow. Phil will demonstrate how to create a new investor using key details like rep code, household name, and investor type. You’ll also discover Mako’s unique householding tool, which allows managing individual, joint, and corporate accounts under the same household. Phil showcases how Mako’s system enhances efficiency by automatically pre-populating information for existing investors. Using David Jones as an example, you’ll see how the system saves time by filling in necessary details and learning how to configure a security PIN to ensure privacy. Understand the flexibility offered by Mako’s pre-fill section.

Phil explains how you can input as much information as necessary, with the system accommodating mandatory and optional fields. This section is designed to provide maximum flexibility whether you’re dealing with new or existing investors. Learn more about the strategic advantages of integrating your CRM with your digital onboarding. This article also contains a detailed implementation plan that will guide you through maximizing these benefits, driving efficiency, and boosting revenue. In this detailed video walkthrough, learn how to launch a workflow using the Mako Fintech platform. In this video showcase, learn more about Mako Fintech's reporting features.

This article provides an overview of the evolution of automation in subscription agreement processing, highlighting the benefits of digital onboarding. It discusses how automated processes streamline onboarding for both closed funds, such as venture capital and private equity, and open-ended funds, like REITs and hedge funds In this detailed video walkthrough, learn more about the main features of the Mako Fintech Platform.

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Welcome to our new video series, in which our Customer Success Manager, Philippe, provides detailed walkthroughs of Mako's powerful platform. Whether you're new to Mako or looking to maximize your use of its features, this video will jumpstart your knowledge about our platform and help you navigate the main features. Philippe breaks down the essentials, showing you how to navigate and utilize Mako...

Discover The Difference Mako Can Make In Your Everyday Operations.

Discover the difference Mako can make in your everyday operations. Explore, learn, and transform the way you manage your business processes with Mako. Watch the video below: If you are new to the Mako System, welcome! You can follow this guide to familiarize yourself with some of the first and most common functions you will encounter in the Mako Central Management System (CMS). Let’s get started!

You Might Not Need To Complete All Of These Steps

You might not need to complete all of these steps in your implementation, so you can skip any steps that do not apply to you. The Mako CMS is where all Mako Devices are controlled and managed. Mako Devices are not able to be configured locally (on-device). Instead, they are exclusively configured via the CMS. Before you physically connect a Mako Device, it must be set up in the CMS. Out of the box...

Most Mako Devices With Built-in Cellular WANs Will Also Try

Most Mako Devices with built-in cellular WANs will also try to connect via the cellular network. Once a Mako Device establishes an internet connection, it will communicate with the Mako CMS to retrieve its configuration profile. It will also create an encrypted connection to the CMS so any changes are applied securely within seconds. None of your data flows through the CMS; it’s there for command ...

The Device Will Then Load That Config, Connect To The

The device will then load that config, connect to the Internet and begin communicating with the CMS. There are four major entity types controlled via the Mako CMS: Welcome to another insightful training session brought to you by Mako! In our latest video, hosted by Phil, our Customer Success Manager, we dive deep into the seamless process of launching a workflow on Mako. Whether you’re new to Mako...