Category: Onboarding
Merchant Account ISOs Explained – What Are They, How Do They Work, and How Do They Make Money
Independent sales organizations are companies that partner with payment processors to resell their services to merchants. ISOs act as representatives of the payment processors, acting as intermediaries and handling customer service and merchant management while the payment processors handle the actual credit card transactions. Many ISOs also employ independent agents to act on their behalf […]
Fiserv Credit Card Processing – Is It Good for My Business?
The key to success as an independent sales organization is establishing and nurturing strong partnerships with leading payment processors to ensure that you can offer your existing merchants and prospects the best possible payment solutions to meet their needs. Fiserv, which acquired First Data in July of 2019, is one of the world leaders in […]
What is Merchant Boarding? An Overview of the Onboarding Process and How to Make it Better
Getting as many new, high-quality merchants as possible signed up for payment processing services is the key to success for independent agents, independent sales organizations, and payment processors alike. But many would-be merchants are hesitant to get started due to an inherent lack of understanding of how the entire process of getting signed-up works. Instead, […]
IRIS CRM 2019 Released Features
If you’re familiar with IRIS CRM, the payments industry’s leading customer resource management platform, then you know we never stop improving and adding features, and 2019 was another big year! Our development team added a lot of exciting new features to the CRM in response to the needs of our valued customers, ranging from improvements […]
Helping Agents: Merchant Services CRM for ISOs
As an independent sales organization, ensuring a steady stream of new, quality merchants are constantly being brought on board is the key to growing your residuals portfolio and maximizing profitability. The heavy lifters in accomplishing that goal are your agents, and keeping them happy and productive is crucial to your success. That means, whenever possible, […]
Fiserv First Data Omaha AccessOne Integration
In 2019, Fiserv acquired First Data, at that time the world’s biggest payment technology firm. The newly merged giants now serve over six million merchants and thousands of financial institutions in over 100 countries. With over $15 billion in annual revenues, reselling Fiserv payment processing solutions represents an enormous opportunity to independent sales organizations, just […]
The Leading CRM Solution for the TSYS Integrated Payment Processing Gateway
TSYS is one of the world’s most popular payment processors, serving over 800,000 merchants around the globe. That reach makes it a key partner for independent sales organizations looking to maintain a steady stream of new merchants to ensure maximized growth. IRIS CRM, the leading TSYS merchant services CRM, is designed to integrate seamlessly with […]
Fiserv Card Payment Services – How a Synthesis of IRIS CRM and Fiserv can Benefit Your ISO
Fiserv has been providing payment solutions to forward-thinking merchants since 1984. They are now a global leader, having served thousands of institutions and millions of businesses all over the world. In 2019, Fiserv acquired First Data, another American merchant and payment services powerhouse, combining to form one of the largest payment processors in the world. […]
IRIS CRM Streamlines WorldPay Merchant Boarding and Portfolio Reporting
In January 2018, Vantiv acquired WorldPay Group to form WorldPay Inc. in a blockbuster merger. Today, WorldPay is owned by FIS Global, a behemoth player in payment processing and money transfer that moves nine trillion dollars around the globe annually. WorldPay’s payment processing solutions are used by thousands upon thousands of merchants in the United […]
IRIS CRM’s Advanced Merchant Services Software Provides Elavon ISOs with Transaction Reporting and Portfolio Management Dashboards
Elavon is one of the world’s most popular payment processors, serving over one million businesses and processing over three billion transactions annually. Naturally, we’ve designed IRIS CRM to integrate seamlessly with Elavon, providing partnered ISOs and agents with a way to centralize their access to important account information, automate the data retrieval process, better manage […]