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Meet the Rockstars of Risk: Essential insights for software companies navigating payments, compliance, and security

Payrix

At Payrix from Worldpay, we have an internal team of risk management experts dedicated to helping software companies, like yours, manage payment processing, fraud prevention, and compliance. Learn more about merchant onboarding here. Explore risk and compliance advice for platforms. compliance.

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Everything You Need to Know About PCI Compliance for Credit Card Processing

Stax

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.

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The Ultimate Guide to Customer Onboarding in Banking

User Pilot

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!

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How to Create Client Onboarding Process in Financial Services

User Pilot

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?

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PayFac vs. ISO: What Is the Optimal Integrated Payment Strategy in SaaS?

Understand the nuances of speedy onboarding with PayFacs and the enterprise value advantages of ISOs. Delve deeper into issues of scalability, compliance, and setup. Our comprehensive article delves into the merits and challenges of Payment Facilitators (PayFac) versus Independent Sales Organization (ISO) registration.

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Customer Onboarding Automation: How-to Guide

User Pilot

This is every product manager’s nightmare – an onboarding failure that cripples customer retention. In this article, we explore the art and science of onboarding automation , and how it can turn that initial spark of interest into a roaring flame of engagement. What is customer onboarding? The answer is a lot!

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How to Maintain Anti-Money Laundering Compliance as a PayFac

Stax

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.