Insights For Partners

Insights provides a centralized, single sign-on view of your business activity, empowering you to serve downlines (Sub-ISOs, ISVs, agents, Regions, Locations, etc.) and merchants or merchant locations more efficiently and with more transparency.

It’s a great resource for growing and managing your book of business.

Hierarchy capabilities give you the ability to define how you want to view activity, from a single merchant account or location to complete information about your entire portfolio.

Hierarchy capabilities give you the ability to define how you want to view activity, from a single merchant account or location to complete information about your entire portfolio.

An unlimited number of user logins with pre-set access and control can be created, giving you the flexibility to determine what information each of your users can view and access.

Activity Dashboard

Snapshot of business activity across your entire portfolio:

  • Portfolio Growth
  • Profitable Sales Reports
  • Top Performers
  • Daily, Weekly, Monthly or Year-to-Date

Workflow Management

  • On Boarding – DocuSign Paperless
  • Scoring Solutions
  • Application Tracking
  • Terminal/ Software Deployments
  • Status Notifications
  • Activity Notes

Portfolio Management

  • Real-Time Risk & Compliance Monitoring
  • Velocity & High-Risk Threshold Parameters by Merchant with Alerts
  • Integrated PCI Compliance
  • Multiple Hierarchies with Data Segmentation
  • Flat Bundled, Tiered and Interchange+ Pricing Models

Reporting

  • Merchant Statistics
  • Portfolio Profitability Detail
  • Total Portfolio Summary
  • Portfolio Volume
  • Status Reports
  • Inactive Merchants
  • Merchant Statements
  • Residuals & Commissions
  • Custom Reports