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Grow branch staff into the managers and experts your bank needs.
What this presentation covers
What this presentation covers
What this presentation covers
What this presentation covers
What this presentation covers
Why Mentornity
What you gain with Mentornity
- Active participantsActive participants
- Motivation that lasts to the endMotivation that lasts to the end
- Impact you can proveImpact you can prove
- Satisfaction you can measureSatisfaction you can measure
Getting started
Your platform, delivered ready to use
The Mentornity team delivers it with all its content and features, and supports you.


Delivered by the Mentornity teamAll content and features, with ongoing support- Program set upYour rules, fields and brand
- Applications openOne link per role
- Members joinApply, import or SSO
- MatchingThe way you choose
- First meetingsBooked in a few clicks
Applications
Applications with your own questions
People apply on your program page, or you add them directly.
Application form fields
Text, choices, rating stars, dates, phone numbers and file uploads.
Your application page
One link per role, with your logo; review or accept automatically.
Where the answers are used
Answers feed matching, emails, post audiences and Excel lists.
Or add people directly
Upload an Excel list, share an invitation link, or use SSO.
Application form fields
Text, choices, rating stars, dates, phone numbers and file uploads.
Your application page
One link per role, with your logo; review or accept automatically.
Emily P.PendingAccept & inviteWhere the answers are used
Answers feed matching, emails, post audiences and Excel lists.
Or add people directly
Upload an Excel list, share an invitation link, or use SSO.
Emily P.PendingAccept & inviteOnboarding
A warm welcome for every member
Design onboarding for each program and each role: mentors and mentees.
Job titleFocus areaGoalsNextMatching
Matched pairs, or an open mentor pool
Pair people by hand or with rules and AI, or skip matching: mentees book pool mentors.


Rachel B.Book
David M.Book
Michael C.BookAdmin panel
All the tools that make management easy
Everything your mentoring program needs, ready to use.
- Applications
- Matching
- Mentor pool
- Mailing
- Forms
- Posts
- To-do lists
- Certificates
- Reports
- AI-powered dashboard
- Reminders
- Events
Mentoring platform
All the tools that make mentoring easy
Give your participants everything they need for mentoring.
- Scheduling
- Meeting notes
- Video tools
- Calendar integrations
- Reminders
- Messages
- Time slots
- Resources
- Push notifications
Admin panel
Management made easy, starting with the dashboard
Live numbers, a program health score and what needs attention next.
Admin panel
Reach everyone at the right moment
Emails, posts and to-do lists keep everyone moving.
The new email system
Email a filtered list, add first names and files, see opens.
Posts
News and resources for everyone, or an audience filtered by answers.
To-do lists
Checklists per role; see who finished and who has not started.
The new email system
Email a filtered list, add first names and files, see opens.



+4HiFirst name, your mentor has open slots this week.
Posts
News and resources for everyone, or an audience filtered by answers.
Mentoring week starts Monday
Open sessions for every team on Oct 14.
Emily P.· Member home See all posts (6)
To-do lists
Checklists per role; see who finished and who has not started.
- 1 Write your career goal 22/30
- 2 Hold your first meeting 16/30
- 3 Share your development plan 12/30
Add item



+4HiFirst name, your mentor has open slots this week.
Mentoring week starts Monday
Open sessions for every team on Oct 14.
Emily P.· Member home See all posts (6)
- 1 Write your career goal 22/30
- 2 Hold your first meeting 16/30
- 3 Share your development plan 12/30
Add item
Admin panel
Follow up and show results
Reminders, forms, reports and certificates, once people are matched.
Automatic reminders
Login, meeting and form reminders go out on their own.
Forms
Questions before and after meetings, surveys and feedback forms.
Reports
Meeting and engagement reports, as Excel, CSV or PDF.
Certificates
You set the rules and publish; each has a verification page.
Automatic reminders
Login, meeting and form reminders go out on their own.
- Reminders For Login Your mentor is waiting for you Mentee Active
- Reminders For Sessions Time to book your next session Mentee Active
- Reminders For Sessions Forms Two questions about your last meeting Mentor Active
- Matching Feedback Form Reminders How is your match going? Mentee Active
Forms
Questions before and after meetings, surveys and feedback forms.
General Forms
- Text Field
- Single Choice
- Rating Stars
Matching Feedback Forms
-
Fill this form for Michael C. Fill the form Answered -
Fill this form for Susan W. Fill the form Answered
Reports
Meeting and engagement reports, as Excel, CSV or PDF.
Certificates
You set the rules and publish; each has a verification page.
-
Emily P.Mentee Qualifies Published -
David M.Mentor Qualifies Published -
Tyler B.Mentee Missing requirements
CERTIFICATE
Emily Parker
has successfully completed this program.
New Manager Mentoring
Issued on · Oct 2026
Mentee- Reminders For Login Your mentor is waiting for you Mentee Active
- Reminders For Sessions Time to book your next session Mentee Active
- Reminders For Sessions Forms Two questions about your last meeting Mentor Active
- Matching Feedback Form Reminders How is your match going? Mentee Active
General Forms
- Text Field
- Single Choice
- Rating Stars
Matching Feedback Forms
-
Fill this form for Michael C. Fill the form Answered -
Fill this form for Susan W. Fill the form Answered
-
Emily P.Mentee Qualifies Published -
David M.Mentor Qualifies Published -
Tyler B.Mentee Missing requirements
CERTIFICATE
Emily Parker
has successfully completed this program.
New Manager Mentoring
Issued on · Oct 2026
MenteeAdmin panel
Built around your program
Your role names and your brand, across several programs.


FormsEmailsMatching rulesMentoring platform
A mentoring platform made for you
Easy to use, on every device.
Emily P.
Ryan C.
Grace K.
Emily Parker7 meetings · last 7 Oct
Ryan Cooper1 meeting · last 14 Sep
Grace Kim5 meetings · last 26 Sep
Tyler BrooksNo meetings yet
Emily ParkerJoin
Emily Parker7 meetings
Ryan Cooper1 meetingMentoring platform
Everything mentors and mentees need
Availability, booking, meeting pages, messages and push notifications.
Availability in minutes
Mentors set weekly or one-off slots and block busy times.
Book a meeting directly
The video link and calendar invite are created for you.
Meeting pages
Each session has its topic, guidance, files and before and after questions.
Messages
Chat with your matches; each new message also arrives by email.
Push notifications
Reminders reach the phone from the browser; no app to install.
Availability in minutes
Mentors set weekly or one-off slots and block busy times.
My availability
Istanbul (GMT+3)Weekly Availabilities
Set the hours that repeat every week.
- Every Monday 09:00 – 12:00 Zoom · Gives 6 meetings of 30 min
- Every Tuesday 14:00 – 16:00 Google Meet · Gives 4 meetings of 30 min
- Every Wednesday 13:00 – 15:00 Mentornity Video · Gives 4 meetings of 30 min Add
- Every Thursday 10:00 – 11:30 Microsoft Teams · Gives 3 meetings of 30 min
Busy times in your Google Calendar are closed to bookings.
Meeting Format
Susan Whitfield Mentor Wednesday, March 11
Mentornity Video · 30 min
Book a meeting directly
The video link and calendar invite are created for you.
Meeting pages
Each session has its topic, guidance, files and before and after questions.
Bring two goals for this term; your mentor helps make them concrete.
Goal-template.pdfMessages
Chat with your matches; each new message also arrives by email.
Rachel BennettPush notifications
Reminders reach the phone from the browser; no app to install.
My availability
Istanbul (GMT+3)Weekly Availabilities
Set the hours that repeat every week.
- Every Monday 09:00 – 12:00 Zoom · Gives 6 meetings of 30 min
- Every Tuesday 14:00 – 16:00 Google Meet · Gives 4 meetings of 30 min
- Every Wednesday 13:00 – 15:00 Mentornity Video · Gives 4 meetings of 30 min Add
- Every Thursday 10:00 – 11:30 Microsoft Teams · Gives 3 meetings of 30 min
Busy times in your Google Calendar are closed to bookings.
Meeting Format
Susan Whitfield Mentor Wednesday, March 11
Mentornity Video · 30 min
Bring two goals for this term; your mentor helps make them concrete.
Goal-template.pdf
Rachel BennettEvents
Events for your whole program
Trainings, webinars and program events, with registration built in.
Trainings, webinars and meetups
Online, in person or hybrid, for everyone or one role.
Seats, approval and a waitlist
Open or approved sign-ups; a freed seat goes to the waitlist.
A calendar invite for each registrant
A new time or place updates the invite in their calendar.
Trainings, webinars and meetups
Online, in person or hybrid, for everyone or one role.


24 registered
61 registered

38 registeredSeats, approval and a waitlist
Open or approved sign-ups; a freed seat goes to the waitlist.
Emily P.Registered
Ryan C.PendingApproveRegistered
David M.Waitlist #1A seat openedA calendar invite for each registrant
A new time or place updates the invite in their calendar.


24 registered
61 registered

38 registered
Emily P.Registered
Ryan C.PendingApproveRegistered
David M.Waitlist #1A seat openedGuide and support
Admin guide and Support Center
A guide for admins, a support center for members, and our team.
Programs across the bank
A program for each career stage
Each program keeps its own rules and sessions, with one account per person.
- New branch staff a buddy
- Future managers a senior leader
- Regional managers peers in other regions
- Senior experts know-how passed on
A branch network
Pairs across branches and departments
Rules on branch, region and department decide who can meet whom.



New branch staff
A buddy for new branch staff
Each new starter gets a colleague to ask and a checklist for the first weeks.
- 1 Write your career goal 22/30
- 2 Hold your first meeting 16/30
- 3 Share your development plan 12/30
Add item
Future managers
Leaders who prepare future managers
Each session has a topic, a brief for both sides and a form afterwards.
Meetings
3 of 4 meetings done- 3Mar Kick-off & expectations Tue · 14:00 · 45 min
- 10Mar Strengths & skills Tue · 14:00 · 45 min
- 12Mar Goal setting & career mapping Thu · 14:00 · 45 min Meeting scheduled Schedule a meeting Confirm and book
- Networking plan Schedule a meeting
Goal setting & career mapping
Mentor sees
Mentee sees Ask about their top three goals and help them pick one for the next 90 days.
Pre-meeting questions
What do you already know about their goals?
Post-meeting questions
Which next step did you agree on?
Bring your top three goals. You will leave with one to focus on for 90 days.
Pre-meeting questions
Which goal do you want to focus on?
Post-meeting questions
How confident are you in your plan?
Knowledge from senior experts
Senior experts pass on what they know
Match people on the expertise they need, and keep a record of each meeting.
Matched on the expertise needed
AI reads free-text goals and finds the right expertise.
Meetings on the record
A meeting held in person can be logged afterwards.
Matched on the expertise needed
AI reads free-text goals and finds the right expertise.
AI rule
New Complementary
Susan W. Where can you help? I have led a product team for eight years. I coached new managers through their first year.
Corporate career
Tyler B. Where do you want support? I want to move into team leadership. I need to learn to handle difficult conversations. Meetings on the record
A meeting held in person can be logged afterwards.
AI rule
New Complementary
Susan W. Where can you help? I have led a product team for eight years. I coached new managers through their first year.
Corporate career
Tyler B. Where do you want support? I want to move into team leadership. I need to learn to handle difficult conversations. Regional managers
Regional managers follow their own pairs
Make each regional manager a coordinator who sees only their pairs.
Michael Carter
Grace Kim Nicole A.
Laura Hayes
Ryan Cooper Nicole A. Add
David Mitchell
Hannah Miller Nicole A. Meeting Details
Pre-meeting questionsAnswered
Post-meeting questionsWaiting
NotesPortfolio plan agreed. Next session in two weeks.
The IT review
Pointers for your IT review
Single sign-on, data protection and access by role, with your questionnaire answered.
- SAML single sign-on Entra ID, OneLogin; add-on set up by our team
- GDPR access, export and erasure
- Access by role contact details and notes
- Encryption TLS, hashed passwords
- Security questionnaire and DPA handled with your quote
Shall we plan your first program?
Book a demo, and we prepare it with your HR and IT teams.