Welcome to the Resource Hub.
Information on everything from payment facilitators and fintech to improving your client experience and hacks for business growth.
Rapid Customer Onboarding Makes Financial Sense
If you work in sales and marketing in the payment processing industry, chances are you’ve already heard of…
Customer onboarding can help payment processors build a competitive advantage [3 of 4]
Getting merchants to switch payment processing providers is not an easy task. Business owners today are more tech-savvy…
Watch out Goliath! Why payment processors shouldn’t take Square’s success lightly
Industry disruptors are enabled by their competition. They succeed because the industry leaders stand still as disrupters grow….
David the Disruptor… Oops, we meant Square
Square is disrupting the payment processing industry. Only a three-year-old payment processing startup, they now process more than $10 billion worth of…
Business process re-engineering for financial services companies in three easy steps
The design of your onboarding processes determine the flow of information through your organizations which in turn determines…
How can payment processors compete with Square?
Have you ever heard a customer say – “It’s going to take two weeks before I can process payments?…
How a global payment processor onboards customers in less than a day
Have you been thinking about making improvements to your business’s day-to-day processes? Have you thought about how you…
Dominate Your Competition in Payments
It’s no longer hip to be Square … or Stripe. You can do better than both.
HS TEST: New Straight-Through Processing With TD Ameritrade Will Vastly Improve Client Onboarding Experience (Clone)
Agreement Express is an official technology solution on the TD Ameritrade Veo Open Access® platform, which provides advisors…