Category: ISOs

The payment processing industry is full of opportunities for entrepreneurs looking to help merchants get set up with the right payment processing for their needs, and the most common way that’s done is through an independent sales organization, or ISO. ISOs are one of the most important players in payments, bridging the gap between merchants […]

Merchant services CRMs are software tools designed to help independent sales organizations and payment facilitators work smarter, save time, and generate more residuals. They accomplish those goals by using centralization and automation to streamline and enhance all the most common aspects of selling merchant services. From recruiting new merchants to onboarding to managing residuals and […]

The payments industry is tough, complex, and a challenge to compete in, but, when it comes to reselling merchant services, it doesn’t necessarily have to be. That’s the vision shared by both NMI and IRIS CRM – two leading payments tech companies that have spent years finding ways to make it faster, easier, and more […]

Automated residual calculations use software tools to handle the duty of scouring through monthly residual reports, finding the key data, and combining it all into a holistic picture useful to your ISO or PayFac. Going automatic offers some significant benefits that make it an easy and obvious choice for most companies selling merchant services because […]

There are a lot of upsides to becoming a wholesale ISO. Not only do wholesale ISOs make more, but they also enjoy additional flexibility and control, higher valuations, and more. But, the choice to become a wholesale ISO may not be as straightforward as it seems. It isn’t right for every retail ISO, and for […]

There are a number of things merchants need to collect payments and do business besides just a merchant account. One of the most important is a payment gateway. Whether it’s online, in-store, or at an unattended station like a parking garage or vending machine, a payment gateway of some kind is a mission-critical part of […]

ISO merchant services is an extremely competitive industry, and it can be difficult to navigate, as well. To make it easier for talented sales agents in the payments space to find partners to work with and to enable those agents to succeed, many registered ISOs and processing companies have launched ISO agent programs. ISO agent […]

The more you know about your operations, your residuals, and your finances, the better you and your management team can steer your ISO towards future growth and profitability. Unfortunately, the payments space is complex, and the sea of data generated from your processing partners, your residuals, your agents, and your merchants can be hard to […]