USIO

JUNE 6, 2025

The compliance. The onboarding headaches. But your provider (like Usio) handles the compliance, risk, and infrastructure behind the scenes. Instant Merchant Onboarding Tired of waiting days (or weeks) to onboard your users to payment services? With Payfac, you can onboard sub-merchants in minutes—not days.

PayFac as a Service 130

PayFac as a Service Merchant Services Payment Services Payments 130

SaaStr

JANUARY 23, 2025

Focus on: Building robust security and compliance (SOC 2, ISO 27001) Automating customer onboarding/offboarding Creating enterprise-grade support processes Developing procurement relationship expertise Having clear data handling procedures 5. If one does and one doesn’t, you know it’s the person not the motion.

Enterprise 244

Enterprise Sales Hiring Scale Outsourced Development 244

USIO

FEBRUARY 19, 2025

Fortunately, PayFac-as-a-Service (PFaaS) exists to save you from the $1M+ upfront cost, 12+ months of setup time, and the headaches that come with managing payments, compliance, and risk. Usio PayFac-as-a-Service Without the Drama Best for: SaaS companies that want revenue share, fast onboarding, and actual human support. Eventually.

PayFac as a Service 179

PayFac as a Service Merchant Services Payfac Payments 179

The Daily Egg

SEPTEMBER 23, 2020

From employee onboarding to training, risk and compliance, payroll, and benefits administration, HR departments are the backbone of businesses. Human resources is one of the most important departments of any business. But having an in-house HR staff is expensive.

Outsourcing Services 353

Outsourcing Services compliance Onboarding Business 353

Payrix

FEBRUARY 4, 2025

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.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130

TechEmpower SaaS

MARCH 4, 2024

AI-driven platforms can also streamline the onboarding process, providing new hires with personalized learning paths, thereby reducing the need for extensive HR personnel involvement and ensuring quicker employee ramp-up. This not only speeds up hiring but also lowers the costs associated with lengthy recruitment cycles.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

FastSpring

JANUARY 28, 2025

Switch to FastSpring ASAP The fastest way to get emergency assistance from our sales and onboarding specialists is to fill out this form: FastSprings demo form is routed by geography and priority. See why world-leading sound technology company Steinberg was so impressed by FastSprings fast and highly efficient onboarding process.

Merchant Services 142

Merchant Services Payment Services Payment Solutions SaaS Payments 142

USIO

APRIL 15, 2025

No cost with automated onboarding, revenue share, and built-in PCI Level 1 compliance (the highest level of security.) How to Use FedNow in Your Business Partner with a Fintech or PayFac provider: Companies like Usio (if you’re open to embedded payments ) offers a shortcut by embedding real-time payments into your existing stack.

Payments 130

Payments Payment Services Merchant Services SaaS Payments 130

Subscription Flow

OCTOBER 10, 2024

It does not support multiple payment gateways, and modern compliance standards. Getting onboard a robust billing system means benefiting from advanced features like automated recurring billing, customized invoicing, and revenue recognition. It is necessary to avoid compliance penalties, and for financial transparency.

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 271

Cybersecurity Venture Capital compliance Cloud 271

Payrix

APRIL 17, 2025

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.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

SaaStr

AUGUST 25, 2022

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. The no-code platform empowers non-technical teams to track and analyze product usage, and publish beautiful in-app onboarding tours, announcements, and surveys, in minutes.

Cybersecurity 266

Cybersecurity Scale compliance Subscription 266

SaaStr

SEPTEMBER 1, 2022

Rocketlane is purpose-built software to accelerate and streamline implementation and customer onboarding. Schellman is a leading provider of attestation and compliance services. Our approach builds successful, long-term relationships and allows our clients to achieve multiple compliance objectives through a single project team.

compliance 271

compliance Forecasting AI Onboarding 271

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

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

SaaStr

AUGUST 11, 2022

Drata is the world’s most advanced security and compliance automation platform with the mission to help companies earn and keep the trust of their users, customers, partners, and prospects. Its software sets HR free to do great work and be more strategic, which helps the entire organization do the same.

Payment Solutions 260

Payment Solutions Payment Services Payments Payment Methods 260

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. Use analytics to identify and improve areas of friction in the onboarding process. Let’s dive right in!

Banking 105

Banking Onboarding compliance Scale 105

SaaStr

JULY 26, 2022

Customers don’t expect as much in terms of security, compliance, etc. Get better at onboarding. A lot of churn lurks in poor onboarding. So in theory, SMB SaaS is better than enterprise, at least 9 times out of 10: Deals close much faster. Customers often can deploy on their own. And measuring it.

SMB 363

SMB Churn Payment Services SaaS 363

SaaStr

SEPTEMBER 11, 2024

With a PLS motion, it involves addressing more complex purchasing behaviors like enhanced legal, security, and compliance measures, and you need to train your team on those complexities. Complex Adoption, Usage, and Engagement Onboarding and training look different for a customer vs. a user in PLG.

Scale 304

Scale Scaling Sales Hiring compliance 304

Scytale

JUNE 4, 2025

Combining the premier provider of SOX ITGC automation with the global leader in security compliance automation to create the first complete compliance enterprise suite. Were proud to welcome AudITechs co-founders, Eli Edry and Roni Beeri, to the Scytale team as we integrate their core solutions directly into our Enterprise Suite.

compliance 40

compliance Enterprise Scale Startup 40

SaaStr

MARCH 19, 2021

We created a product that was simple to use for entrepreneurs who were juggling a thousand different priorities and didn’t have (and didn’t want) an expertise in regulation, compliance or sales tax. Going upmarket has shifted how we do business — from how we approach sales to onboarding and retention.

Scale 281

Scale Business Finance compliance 281

SaaStr

JULY 1, 2024

Finally, compliance is going to be critical. Don’t let compliance stall deals. #4: As you go into these larger organizations with more complex environments, more onboarding, more users, and more internal change management that you have to help them navigate, consider hiring onboarding specialists. Let me see that report.”

Sales Hiring 297

Sales Hiring Scale SMB compliance 297

SaaStr

FEBRUARY 23, 2023

Through our #1 SaaS-based Global Employment Platform , we help find, hire, onboard, pay, and manage team members, quickly and compliantly, to expand growth opportunities for everyone, everywhere – without the hassle of setting up local subsidiaries or branch offices.

Payment Services 271

Payment Services Merchant Services Payments Embedded Payments 271

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

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 90

Technical Review Mobile Software Review Systems Review 90

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. Make the onboarding journey enjoyable by providing clear instructions and guidance.

Onboarding 105

Onboarding Payment Services Customer Success Payment Solutions 105

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

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. Such as signing up, completing onboarding, using a core feature for the first time, or upgrading a plan. What features drive repeat usage ?

Mobile 95

Mobile Retention Payment Features Onboarding 95

SaaStr

MARCH 24, 2022

And for businesses looking for embedded payments, we offer white-labeled payments for platforms with automated underwriting and onboarding that supports marketplaces and split payments. Printfection is a swag management platform that simplifies the buying, managing, and distribution of swag and branded merchandise.

Payments 255

Payments Payment Services Payment Solutions SaaS Payments 255

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

Merchant Services 113

Merchant Services Payment Services Payment Solutions Payments 113

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. Working to automate security and compliance, starting with SOC 2 to protect customer data and build trust in internet businesses.

Scale 289

Scale Scaling Outsourced Development compliance 289

Stax

JUNE 3, 2025

Scales with your business Whether you’re onboarding your first customer or your thousandth, SaaS platforms can grow with you. SaaS companies that invest in onboarding, customer education, and proactive support tend to see higher engagement and lower churn. Add users, expand features, and upgrade plans without switching systems.

Payment Services 88

Payment Services DevOps as a Service SaaS Payments Payments 88

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

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

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. During the IPO process, they had to look at things related to audit and compliance. Determine the skills you want and how you’ll discover them in an interview.

Scale 287

Scale Sales Hiring Scaling Startup 287

Stax

SEPTEMBER 17, 2024

TL;DR PCI compliance is essential because it helps prevent data breaches, ultimately cultivating customer trust. What is PCI Compliance? Why Is PCI Compliance So Important? PCI compliance is essential because it helps prevent data breaches, ultimately cultivating customer trust. That’s where Stax comes in.

Payment Services 88

Payment Services Merchant Services Payment Methods compliance 88

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. Once onboard, get regular input from your sales, support, and customer success teams.

Sales Hiring 271

Sales Hiring Payment Services SaaS Payments Scale 271