USIO

JUNE 27, 2025

No manual data entry. Instead, you can trigger transactions, onboard users, pull reports, verify bank info, and automate disbursements—all in real time, all from your platform. Does API Make Onboarding Easier? Onboarding delays cost time and revenue. API stands for Application Programming Interface. They can—and they do.

Payment Solutions 130

Payment Solutions Payment Services Payments Payment Features 130

TechEmpower SaaS

MARCH 4, 2024

Post-sale, AI analyzes customer data to improve service and loyalty, making it a cornerstone of modern sales methodologies. This AI-centric approach transforms sales into a data-driven field, emphasizing efficiency and personalized customer experiences.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

Subscription Flow

OCTOBER 10, 2024

Some of the pitfalls that come with unplanned billing migration are faulty revenue reporting, data duplication, and customer churn. It does not support multiple payment gateways, and modern compliance standards. Growing businesses need to integrate with external systems such as CRM or accounting systems, to avoid data silos.

Payment Solutions 105

Payment Solutions Payment Services Systems Review SaaS Payments 105

SaaStr

FEBRUARY 16, 2023

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. It helps companies simplify every aspect of managing an international workforce, from culture and onboarding, to local payroll and compliance.

Cybersecurity 269

Cybersecurity Venture Capital compliance Cloud 269

Payrix

APRIL 17, 2025

A payment facilitator manages compliance with payment network rules and other financial regulations. A payment facilitator manages compliance with payment network rules and other financial regulations. Handle sub-merchant compliance with card network rules. Must develop sub-merchant onboarding and management systems.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

Payrix

JUNE 23, 2025

Contactless payments made with cards, smartphones, and wearable devices are supported by Near Field Communication (NFC) technology that enables wireless transfer of data from the payment to the point-of-sale. Sensitive data associated with each transaction, like card numbers and cardholder information, is also encrypted and tokenized.

Merchant Services 100

Merchant Services Payment Services Payments Payment Methods 100

SaaStr

SEPTEMBER 1, 2022

The system connects financial and operational data to easily explore historicals, and accurately forecast bookings, revenues, workforce, expenses, and cash flows. Rocketlane is purpose-built software to accelerate and streamline implementation and customer onboarding. appeared first on SaaStr.

compliance 269

compliance Forecasting AI Onboarding 269

Payrix

JUNE 10, 2025

Read now ebook PCI Compliance: Unlock your platform's security potential Protecting cardholder data isn’t just good business - it’s essential. Let’s cut through the complexity and show you how PCI compliance keeps your platform secure and your customers happy.

Merchant Services 100

Merchant Services Payment Services Payments Payment Solutions 100

User Pilot

AUGUST 22, 2024

This is because the client onboarding process in financial services faces unique challenges. More importantly, we show you how to improve your onboarding and how Userpilot can help. Userpilot offers a range of customer onboarding, feedback collection, and analytics features for financial services and products. What are they?

Payment Services 111

Payment Services SaaS Payments Onboarding Payment Solutions 111

User Pilot

AUGUST 23, 2024

How does customer onboarding in banking work? You will also learn the main challenges involved in the onboarding process in banking, best practices and explore the best onboarding software tools for the job. It also fulfills regulatory requirements and provides valuable data that can be leveraged to personalize services.

Banking 105

Banking Onboarding compliance Scale 105

Intercom, Inc.

MAY 24, 2018

When used correctly, data can powerfully enrich sales and marketing efforts and help any business fuel growth. But all too often, companies fall into the trap of using partial or old data to drive major decisions. Companies commonly make the mistake of using expired or partial data from a small subset of users to justify big decisions.

Data 182

Data Scale Underperforming Technical Team Sales Hiring 182

Payrix

FEBRUARY 4, 2025

They underwrite and onboard the sub-merchants and provide them with the products and services required to process electronic payments. Authentication The process of assuring that data has come from its claimed source, or a process of corroborating the claimed identity of a communicating party.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

SaaStr

AUGUST 9, 2024

Customer success at Braze was a big umbrella, with onboarding, CSM, tech support, sales engineering, and more under it. They did the same with their onboarding team. Do you want a system that automates playbooks, presents usage data to the team, or creates and tracks a health score? It’s not about marketing or user acquisition.

Scale 284

Scale Sales Hiring Scaling Startup 284

Stax

JANUARY 23, 2025

The merchant underwriting process is a critical step that payment processors and financial institutions use to assess the risk associated with onboarding new businesses. Key steps include application review, risk assessment, credit checks, and compliance verification. Learn More What is Merchant Account Underwriting?

Merchant Services 68

Merchant Services Payment Services Payment Methods Development Team Review 68

SaaStr

NOVEMBER 24, 2020

GuideCX makes your life easier with their client onboarding software that helps companies invie, guide and engage internal and customer teams in a transparent process that delivers value faster. With the combination of data and design, teams who use Splash can market, measure and scale their event programs quickly. .

Scale 286

Scale Scaling Outsourced Development compliance 286

Valuize Consulting

APRIL 4, 2025

But in a data-rich environment, can we afford to leave actionable insights on the table? Beyond the Minute: Transforming CS Data into a Strategic Advantage Its crucial to understand that this isn’t about micromanaging every minute a CSM spends at work. Without granular data, you’re flying blind.

Scaling 52

Scaling Data Healthcare Cost optimization & reporting 52

User Pilot

NOVEMBER 28, 2024

That said, it’s still a pretty powerful feature for web teams who want to find qualitative insights with quantitative data. Plus, before you ask, Mixpanel does include customer data masking by default to keep sensitive user info hidden (it’s always a win to stay GDPR-compliant). How to access replays from the funnel chart in Mixpanel.

Software Review 105

Software Review Enterprise Pricing compliance 105

SaaStr

JANUARY 30, 2023

This insight led Deel to focus on solving payments and compliance. Building revenue operations to support sales Deel had onboarded nearly 100 clients, reports showed good traction, and it was time to leverage this opportunity. Use your data to inform. Make strategic decisions and leverage your data. Trust the process.

Sales Hiring 269

Sales Hiring Payment Services SaaS Payments Scale 269

Stax

JUNE 3, 2025

From CRMs to payment processors, you can connect your favorite tools to create a seamless, customized workflow that boosts efficiency and data accuracy. Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

User Pilot

MAY 27, 2025

It’s what you do with the behavior data your app collects. And by behavior data, I dont mean installs (thats the easy part). Mobile app tracking captures data on how users interact with your app, including actions such as screen views, button taps, session length, and feature usage. What is mobile app tracking?

Mobile 96

Mobile Retention Payment Features Onboarding 96

User Pilot

JANUARY 11, 2024

With so many options out there for consumers, the FinTech onboarding process is crucial for any FinTech company looking to set itself apart. A seamless onboarding experience , thus, creates the right first impression, setting you up for success. Collect only necessary data and keep requests to a minimum on each page.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

Payrix

APRIL 28, 2025

Theyll ensure every part of the process from merchant underwriting and onboarding to ongoing support is thoughtfully designed to deliver frictionless and flexible experiences to your customers. With the right digital tools and processes, theyll offer you an implementation thats transparent, tailored, and accessible.

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

User Pilot

MARCH 9, 2025

It could include conducting user interviews and surveys, analyzing product usage data, and tracking customer feedback , to name a few. Qualitative research Qualitative research focuses on collecting and analyzing non-numerical, descriptive data. Let’s explore each type in detail to see which is more suitable for your context.

SaaS 83

SaaS Social Media Interviewing Software Review 83

User Pilot

APRIL 26, 2023

Building awesome user onboarding experiences requires a great deal of effort when starting from scratch. So we’ve collected onboarding UX examples from other companies to inspire you! Here are 17 user onboarding examples to help you create great user onboarding flows. What is onboarding UX?

Onboarding 98

Onboarding Customer Lifetime Value Social Media Education 98

User Pilot

MAY 27, 2025

When you think of Whatfix, your mind probably goes to a digital adoption or an employee onboarding platform. Some of its key features include: User onboarding: Whatfix lets you create intuitive onboarding flows that guide new users through key features with step-by-step, in-app instructions, helping them get value from day one.

Technical Review 93

Technical Review Mobile Software Review Systems Review 93

SaaStr

JULY 18, 2023

Hypergrowth in today’s highly competitive and budget-constrained SaaS world may be less frequent now, but Vanta, the software tool empowering security companies to achieve compliance and manage risk, has defied the odds. With a multi-billion dollar valuation and a trajectory to double growth annually, Vanta is seizing the spotlight.

Strategy 246

Strategy Scale Sales Hiring Startup 246

Stax

SEPTEMBER 17, 2024

In the new, digital era of payment management and shopping, protecting customer data is a top priority. While the news may bring breaking headlines about stolen or lost data from large corporations, every business can take the steps necessary to secure sensitive data. What is PCI Compliance? That’s where Stax comes in.

Payment Services 88

Payment Services Merchant Services Payment Methods compliance 88

Intercom, Inc.

FEBRUARY 22, 2022

As a SaaS business, Intercom is a data processor: our customers entrust us with their data, which we store and process on their behalf. We do that by: Investing in your trust through compliance with industry security and privacy ISO standards or frameworks such as SOC 2. Shipping quickly and securely. Continuous risk management.

Data 118

Data CTO Hire Technical Review Scale 118

Intercom, Inc.

JANUARY 5, 2022

There are enough stories of data breaches and cyber attacks to chill even the savviest security engineer to the core. Cyber security and compliance, it turns out, is in demand. You can’t grow your business if your customers don’t trust you with their sensitive data. And that’s where people like Adam Markowitz come in.

Scale 211

Scale Software Review compliance Technical Review 211

User Pilot

JULY 30, 2023

Because of how complex product management can be, it’s not hard to see why effective data sharing can be difficult to achieve throughout an entire organization. These obstacles result in data silos that lead to different departments having conflicting data and struggle to access data quickly. What are data silos?

Data 98

Data Systems Review Software Review Company Culture 98

Intercom, Inc.

OCTOBER 27, 2022

Whether it’s customer onboarding or just gathering information for an event, we’re often trapped in endless follow-ups and back-and-forth emails until we finally get the assets and can move on with other, more meaningful tasks. A better way to collect customer data. So we are mostly collecting documents and data from our clients.

Technical Review 118

Technical Review Software Review Development Team Review Systems Review 118

Stax

DECEMBER 4, 2023

The US, therefore, requires financial institutions as well as financial services firms to have anti-money laundering (or AML) compliance programs in place. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac). Non-compliance can have major implications.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

Frontegg

JUNE 9, 2025

Enhanced security : Providers offer security features that are usually more advanced than what can be built in-house without a lot of technical cybersecurity expertise including, for some examples, risk analysis, bot detection, MFA, and data encryption , protecting against unauthorized access.

Outsourcing Services 52

Outsourcing Services Technical Review Outsourced Development Cybersecurity 52

Subscription Flow

OCTOBER 16, 2024

You no longer have to juggle with multiple spreadsheets to ensure data accuracy, or track payment schedules. Having data scattered across various platforms does not give you the complete picture of your finances, and may cost you some of your hard-earned revenue. Of course, having a billing software is important.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

Frontegg

JUNE 23, 2025

Key takeaways CSPM identifies and fixes cloud misconfigurations to maintain compliance and reduce security risks. Key capabilities of CSPM include multi-cloud integration, policy enforcement, threat detection, compliance mapping, and contextualized risk analysis. What is cloud security posture management (CSPM)?

Cloud 52

Cloud Underperforming Technical Team Management compliance 52

BetterCloud

JUNE 16, 2025

Compliance issues can arise when you don’t know where sensitive data resides. Then there’s the sheer operational inefficiency from data silos, integration headaches, and employees frustrated by context switching between too many tools. Leveraging this usage data is what helps make informed renewal decisions.

Management 52

Management Software Review SaaS Technical Review 52

User Pilot

JULY 2, 2024

A self-service data platform is the backbone of informed decision-making and a growing SaaS business. But how do you choose the right data platform for product analytics ? Let’s go over what a data platform is, its importance, and the must-have features you should consider to choose the right platform for you.

Data 105

Data Technical Review Software Review Government 105