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

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

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

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 141

Merchant Services Payment Services Payment Solutions SaaS Payments 141

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 278

Cybersecurity Venture Capital compliance Government 278

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 Subscription 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

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 312

Scale Scaling Sales Hiring compliance 312

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

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

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

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

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

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

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

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

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

SEPTEMBER 4, 2023

When Justin Peticolas, the Manager of Implementation and Onboarding at Groupize,the modern meetings management platform unifying travel, spend, and compliance, learned his then-existing onboarding solution is shutting down, he had 6 days to find and implement a new user onboarding tool before their next big launch.

Onboarding 105

Onboarding Travel Innovation compliance 105

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

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 158

Payments Payment Methods Payment Services Payment Solutions 158

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

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 158

Payment Solutions Payment Services Payments Payment Methods 158

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

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