Downloadable materials

Whitepapers

Download helpful industry insights and guides spanning payments, merchant onboarding, unattended solutions and beyond.

The 5 Pillars of a Great Payments Partnership The 5 Pillars of a Great Payments Partnership Introducing "The 5 Pillars of a Great Payments Partnership" whitepaper — the ultimate guide to building a solid relationship with your payments partner and optimizing your payment processing capabilities. In today's business environment, payments partnerships are more critical than ever. That's why we've identified the five key pillars essential to any successful payments partnership: enablement, protection, productivity, intelligence and support. With our comprehensive guide, you'll gain a... Read More
Top Trends Affecting Payment Providers Top Trends Affecting Payment Providers The payments industry is undergoing a rapid transformation driven by technological breakthroughs and evolving consumer demands. Embedded payments solutions, artificial intelligence (AI) and regulatory shifts are reshaping the landscape, challenging businesses to adapt or risk falling behind. These new, sweeping changes, from industry-specific advances to evolving regulations, aren’t just shaping how payments are processed — they’re redefining the entire consumer experience. In this whitepap... Read More
Driving Growth With a Specialized Payments CRM Driving Growth With a Specialized Payments CRM The demand for efficient, effective CRM (customer relationship management) tools is greater than ever — especially in merchant services. CRMs represent a nearly $100 billion market, with prognosticators saying it will be a $262 billion industry by 2032. Today, nine out of 10 companies use CRM software to improve their data. The right technology can mean the difference between surviving and thriving for payment providers operating in such a dynamic and competitive space. Unfortunately, most C... Read More
Why Automated Merchant Onboarding and Underwriting is Table Stakes Why Automated Merchant Onboarding and Underwriting is Table Stakes Onboarding merchants is challenging, especially for ISOs (independent sales organizations), PayFacs (payment facilitators), banks and other payment industry specialists. Lengthy underwriting processes can take days, and manual risk assessments open the door to costly mistakes. Merchants want a quick, streamlined onboarding experience. Unfortunately, outdated workflows add unnecessary steps; they hamper productivity and cost valuable time and resources. Most payments specialists take days to ... Read More
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