FOR PAYMENT SERVICE PROVIDERS

The first sales-driven platform for merchant onboarding

Triple the number of accounts you open every month without having to grow your headcount

You need a merchant onboarding solution that increases speed to revenues, not costs

  • A digital onboarding experience with dynamic forms and an integrated platform that eliminates silos and reduces merchant abandonment by over 50%

  • Sales - Lead management across the funnel with collaboration, notifications, alerts, and real-time visibility into the application status throughout the onboarding journey.

  • Customers - Enter data once, never lose work, and delegate tasks efficiently. Complete questionnaires at your own pace, securely collect documents, and capture digital signatures in any order you prefer.

  • Operations –With tailored workflows, role-specific portals, and standardized processes for due diligence, compliance, and underwriting, you can work in a way that suits your needs.

  • Management – Real-time sales funnel reporting for management and business leaders

Case Studies

Rapid Onboarding of High-Risk Merchants

In under six months, a medium-sized payments processor onboarded high-risk, complex merchants from 0 to 1,200 clients without hiring any new staff

Nfiniti Sales Efficiency

A large financial institution serving high-risk industries scaled by reducing costs by 65% and time to market by 75% using nFiniti’s merchant CRM and onboarding platform.

Built by and for sales executives in payment ISOs, banks, and credit unions

Merchants no longer have to handle the hassle of endless emails, phone calls, printing, signing, scanning, and sending sensitive legal and financial documents. Instead, they can complete user-friendly online forms tailored to their needs, making the process smoother and more efficient.

Salespersons can earn more money without putting in extra effort by onboarding merchants up to five times faster. They can reduce the time spent on each onboarding process by using an advanced platform that manages applications from the initial contact to final approval. This platform eliminates redundant tasks and data entry through one-click templates and facilitates collaboration with stakeholders, helping to move prospects toward closing deals efficiently.

Operations Staff receive fewer "not in good order" applications, allowing due diligence teams to focus on validating data rather than chasing merchants for missing information and documentation. Compliance and underwriting processes are accelerated by providing consolidated data, integrating standardized compliance and underwriting tasks, and leveraging third-party compliance checks. With all necessary information in one place and the ability to collaborate directly with customers when needed, fast decision-making becomes more natural and efficient.

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