A A Premier Fina nanc ncial Techno hnology gy Partne tner More - - PowerPoint PPT Presentation

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Aug 11, 2023 460 likes •597 views

A A Premier Fina nanc ncial Techno hnology gy Partne tner More than just a vendor, we are built to add value beyond the scope of a traditional payment mindset. A vendor supplies a product or service to a client. A partner becomes an

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Quality Process

A A Premier Fina nanc ncial Techno hnology gy Partne tner

More than just a vendor, we are built to add value beyond the scope of a traditional payment

mindset. A vendor supplies a product or service to a client. A partner becomes an extension of the

client’s business. It matters because a partner assists the client in developing opportunities by contributing substantial knowledge, expertise, and resources as needed.

Quality process Transformative experience Meaningful outcomes

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Business Strategy Tech Stack

Ve Vertical Expertise Represents a Focused Ap Approa

Key Differentiators

The winning combination combines our Tech Stack and Business Strategy delivering seamless integrated payment and software solutions.

Not all Integrated Partners are Created Equal! It’s all about Improving User Experience

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El Elements ts of Suc uccess: ss: Tech h Featur tures

What Sets Us Apart? Platform Flexibility – Meeting the Needs of ALL Integrated Partner Opportunities

Ease of Integration

A developer friendly approach to simplified APIs

Advanced Fund Distribution for Card and ACH Payments Built in Service Fee and Convenience Fee Management

Multiple Integration Methods

Hosted payment forms – iFrame tokenizer

Test and Production Environments that Support Certainty

In-Person Payments

Tap – Dip – Swipe – Unattended Devices

Custom Data Fields that Drive Transaction Management Reduced PCI Scope for our Integrated Partners

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El Elements ts of Suc uccess: ss: Le Leveragi ging ng Data

Business Intelligence Engine Reporting is a Key Driver for ISV’s!

Unprecedented Visibility Hierarchy Driven

Partner à Customer à Business Unit à Department

Transaction Research with Custom Data Points Bank Funding Reports

Simplified Reconciliation

Transaction Lifecycle Reporting Webhook APIs – Reporting APIs – Insight Bridge (SSO)

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Revenue Sharing for Integrated Partner Custom, Vertical-Specific Modeling

Built in harvesting ratio with 24 month P&L

Simplified and Flexible Pricing Options

Flat, variable, tiered, pass thru

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Leverage Payment Revenue to Offset SaaS Model Business Strategy

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El Elements ts of Suc uccess: ss: Ex Executi ution

Harvesting Execution Frictionless Onboarding

Electronic Application with Custom UI for Partner

Enabled Marketing

Incentives/Campaigns promoting Continued Engagement

Applied Sales Resources New Account Tracking and Reporting

Monthly Residual Reporting

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A A Consul nsultati tive Appr Approach h

Integrated Partners are complex with varying Needs. Qualifying these prospects requires expertise within the feature rich options our platforms offers.

Qualifying Examples

Is there a billing/payment environment within software? Where do payments take place?

Online – Mobile – Counter – Kiosk - IVR

Sizing

# of customers – ACH vs Card – payment volume per

Current payment integrations

Are there multiple integrations?

Identify gaps/pain within current environment Reporting Needs Requirements around business model and dependencies Transaction and settlement flows Pricing requirements and success metrics – Setting the right expectations

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Sa Sales s Process ss

Step 1 Integrated Partner Resource Email Address:

i3ISVpartners@i3verticals.com

Step 2 Information Gathering with Prospect – Needs Analysis Step 3 Platform Placement – Develop Proposal Step 4 Presentation Deck and Proposal Submitted Step 5 Contracting and Integration Step 6 Harvesting Step 7 Wealth Creation!

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