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 Quality process Transformative experience Meaningful outcomes
Ve Vertical Expertise Represents a Focused Ap Approa oach Key Differentiators The winning combination combines our Tech Stack and Business Strategy delivering seamless integrated payment and software solutions. Business Tech Stack Strategy Not all Integrated Partners are Created Equal! It’s all about Improving User Experience
Elements El ts of Suc uccess: ss: Tech h Featur tures What Sets Us Apart? Platform Flexibility – Meeting the Needs of ALL Integrated Partner Opportunities Test and Production Environments that Ease of Integration Support Certainty A developer friendly approach to simplified APIs Advanced Fund Distribution for Card and In-Person Payments ACH Payments Tap – Dip – Swipe – Unattended Devices Built in Service Fee and Convenience Fee Custom Data Fields that Drive Management Transaction Management Multiple Integration Methods Reduced PCI Scope for our Integrated Partners Hosted payment forms – iFrame tokenizer
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 Transaction Lifecycle Reporting Hierarchy Driven Webhook APIs – Reporting APIs – Insight Partner à Customer à Business Unit à Department Bridge (SSO ) Transaction Research with Custom Data Points Bank Funding Reports Simplified Reconciliation
Business Strategy 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 Leverage Payment Revenue to Offset SaaS Model
El Elements ts of Suc uccess: ss: Ex Executi ution Harvesting Execution Frictionless Onboarding New Account Tracking and Reporting Electronic Application with Custom UI for Partner Enabled Marketing Monthly Residual Reporting Incentives/Campaigns promoting Continued Engagement Applied Sales Resources
A Consul A 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 Identify gaps/pain within current environment within software? environment Where do payments take place? Reporting Needs Online – Mobile – Counter – Kiosk - IVR Requirements around business Sizing model and dependencies # of customers – ACH vs Card – payment volume per Current payment integrations Transaction and settlement flows Are there multiple integrations? Pricing requirements and success metrics – Setting the right expectations
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!
Ou Our Integrated Partner Su Support Team Luke Nicholas: Sales Engineer • Vanessa Pryor: Partner Development • Silvia Sanchez: Product Implementation • Howard Fish: Education Vertical • Chris Harrison: Public Sector Vertical • Brian Cohn: Parking Vertical • Andy Downing: Partner Development • Meredith Parker: Marketing • Alysha Marx: Finance •
Thank you.
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