Merchant 
Relationship
Management
For the Entire Merchant Life Cycle

Merchant
Relationship
Management

Find, underwrite, onboard and support your merchants throughout their entire life cycle. Our unified underwriting and merchant services CRM tool provides everything you need to streamline, save time and monetize while making the most of every customer interaction—from initial outreach to ongoing partnership.
Taking Care of Business & People

Enhancing the Merchant
Onboarding Experience

Designed for swift underwriting, forecasting and onboarding in minutes, our Merchant Relationship Management solution enhances the merchant acquisition process and reduces churn by always re-centering on the people behind the payments.
Merchant
Central

Merchant
Central

Use our advanced CRM tools to get more from your sales funnel, close merchants faster, speed up time-to-processing and outcompete the field—all from a single, centralized point of control.
Lead Management
Lead Management

Empowers you to keep the top of your funnel full and to turn more leads into signed merchants.

Marketing Automation
Marketing Automation

Collects, categorizes and captures the right data to pull in more leads, and prioritize the best ones.

Merchant Onboarding
Merchant Onboarding

Onboard merchants accurately in minutes with auto-populated applications—just review and submit.

Residuals Calculation
Residuals Calculation

Save time, avoid manual effort and increase accuracy with a universal reporting dashboard and automatic residuals calculation.

Power Dialer
Power Dialer

Contact more prospects while improving sales call preparation, quality and customer database syncing.

Underwriting

Underwriting

Reduce ongoing risk with automated underwriting that offers unparalleled speed and consistency, as well as decreased time-to-processing.
ScanX
ScanX

Performs risk assessments with 100+ checks and a risk-scored report in only a matter of minutes.

MonitorX
MonitorX

Automatically monitors ongoing, changing merchant risk to ensure correct pricing and risk-management strategies.

Key Benefits of NMI’s Merchant Relationship Management

An Efficient
Experience
for Everyone

Facilitating instant merchant onboarding and management, all while optimizing for operational efficiency.

Minimized Friction

Faster underwriting equals faster onboarding, and streamlining the process reduces “not in good order” applications by as much as 30%.

The Automation Advantage

It’s consistent, thorough and lightning-fast, and means less work (and fewer headaches) for your team.

More Merchants, Less Churn

By streamlining and improving service and support, resolutions are reached faster and merchants stay “stickier.”

Your Catalyst for Growth in Embedded Payments

Resources & Insights

Ready to Be Solid?

Talk to
Our Team

It’s time to unlock your full growth potential, innovate fearlessly and thrive as an organization with the embedded payments solutions we deliver.