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Customer Onboarding Automation: How-to Guide

User Pilot

You’ve just downloaded the hottest new app everyone’s talking about. This is every product manager’s nightmare – an onboarding failure that cripples customer retention. What is customer onboarding? What is customer onboarding automation? But what exactly can be automated in onboarding flows?

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Master merchant: Definition, types, and examples

Payrix

The master merchant establishes a relationship with a payment processor or acquiring bank and is responsible for ensuring compliance with payment regulations, handling transaction processing, and managing risks associated with payments on behalf of the sub-merchants. fraud prevention, and risk management.

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White label merchant processing: Definition, examples, and FAQ

Payrix

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.

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Payment Facilitator: Definition, FAQ, and examples

Payrix

A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.

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The value of taking a digital-first approach to software-led payments

Payrix

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. Its the very thing platforms need to get right if they want to be competitive in their market today and in the future.

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SaaS Platform Explainer: Definition, Examples, and How to Grow in the Software as a Service Industry

Stax

A SaaS platform is cloud-based software that delivers tools, features, and services over the internetno downloads or hardware required. This level of accessibility empowers remote work, cross-border collaboration, and real-time updateswithout IT headaches or downloads. No more manual downloads or downtime.

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Mobile App Tracking: How to Analyze User Behavior In-App

User Pilot

I mean what happens after the download: how users navigate, what features they engage with, and where they drop off. For example, say a user opens your app, skips the onboarding tutorial , and heads straight to the dashboard. Because now, you can: Improve onboarding by identifying friction points.

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