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 AI CTO Hire Sales Recruiting 443

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

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 274

Cybersecurity Scale compliance Payment Features 274

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 278

compliance Forecasting AI Onboarding 278

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 268

Payment Solutions Payment Services Payments Payment Methods 268

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

NOVEMBER 29, 2024

This is essential for compliance with privacy and data protection regulations like GDPR or CCPA. Privacy and compliance features for sensitive data protection. And use the insights to design onboarding experiences to remove friction from the user journeys and improve conversions. Custom dashboards. Autocapture. Segmentation.

Underperforming Technical Team 105

Underperforming Technical Team compliance Software Review AI 105

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 290

Scale Business Finance compliance 290

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

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 108

Merchant Services Payment Services Payment Solutions SaaS Payments 108

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 305

Sales Hiring Scale SMB compliance 305

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 278

Payment Services Merchant Services Payments Embedded Payments 278

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

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 260

Payments Payment Services Payment Solutions SaaS Payments 260

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

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 298

Scale Scaling Outsourced Development compliance 298

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 296

Scale Sales Hiring Scaling Startup 296

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

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 278

Sales Hiring Payment Services SaaS Payments Scale 278

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

User Pilot

MARCH 9, 2025

E.g., interview new customers to understand how your SaaS solution fits into their workflow and tailor onboarding flows accordingly. Suppose you learn that your new users’ primary job-to-be-done is “quickly onboarding.” But the tool’s complicated features make it harder to learn, resulting in slower onboarding.

SaaS 83

SaaS Social Media Interviewing Scale 83

SaaStr

AUGUST 9, 2021

Instead, he suggests building a sales enablement team with onboarding, playbooks, boot camps and continuing education, especially as the product evolves. Enterprise clients expect a high level of security, compliance and legal protections as a given, so you should have things in place, like GDPR and certifications like SOC-2, PCI, etc.

Scale 299

Scale Sales Hiring Enterprise Sales 299

User Pilot

NOVEMBER 28, 2024

It’s perfect if you want to go beyond just watching sessions and take action on what you learn (such as finding user frustrations in the onboarding process , triggering in-app messages , etc.). Here’s what Userpilot brings to the table: Access to session replays directly from trend charts, funnels, or user profiles (just like Mixpanel).

Software Review 105

Software Review Enterprise Pricing compliance 105

Payrix

FEBRUARY 4, 2025

They underwrite and onboard the sub-merchants and provide them with the products and services required to process electronic payments. Additionally, playing a role in risk management and compliance, helping to ensure the security and integrity of the payment transactions within each PayFac platform.

Payment Services 147

Payment Services Merchant Services Payment Solutions Payment Methods 147

FastSpring

JULY 25, 2024

Complete Monetization: More than just payments, we handle everything from our hands-on implementation onboarding and global tax compliance to fraud prevention and subscription management. Spend less time managing your payments and compliance and more time making great games! Go D2C with confidence.

Payments 154

Payments Payment Methods Payment Services Payment Solutions 154

Intercom, Inc.

JANUARY 5, 2022

In today’s data-driven SaaS scene, these can affect hundreds of millions of users and cause damage in the billions of dollars, and as compliance frameworks become requirements to do business, businesses are turning to third-party services that can help expedite and facilitate the process. SOC 2 compliance: A Beginner’s Guide.

Scale 211

Scale Software Review compliance Technical Review 211

User Pilot

NOVEMBER 29, 2024

For instance, by applying the filters below, you will only see the sessions of users who viewed an onboarding guide and engaged with a feature. Privacy settings : Granular privacy configuration helps protect sensitive information and ensure compliance with privacy regulations. Pendo session replay filtering. Book a demo!

User Experience 105

User Experience AI Pricing Trends 105

BetterCloud

JANUARY 13, 2025

IT and security teams of all sizes have formalized file sharing governance strategies to safeguard data and maintain compliance. Without adequate visibility and control, these platforms can become breeding grounds for data breaches and compliance violations. However, enforcing these policies is where most struggle.

compliance 52

compliance Government Education Consulting 52

Subscription Flow

OCTOBER 16, 2024

Compliance with financial laws Calculating your tax, and then making sure that you are compliant with all the relevant tax laws is something that you have to do often. If you sign up with a billing software that cannot auto-generate reports for you, or ensure compliance, you would have to consider migration.

Payment Services 59

Payment Services Payment Solutions Payment Features SaaS Payments 59

ChurnZero

JULY 22, 2022

Does your Customer Success team have a shallow view of onboarding? If you consider onboarding to be a success when a customer reaches their go-live date, then you need to dig deeper. Whether it’s greater efficiency, increased revenue, cost savings, or achieving compliance, every customer has a reason for purchasing your product.

Scale 98

Scale Onboarding Scaling Underperforming Technical Team 98

FastSpring

OCTOBER 4, 2024

We’re eager to share our expertise in navigating the complexities of international payments, tax compliance, and fraud prevention — critical aspects that can make or break a game’s success on the global stage. Spend less time managing your payments and compliance and more time making great games! Go D2C with confidence.

Payment Solutions 145

Payment Solutions Payment Services Payments Payment Methods 145