Development Team Review Onboarding Payment Solutions 
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?
Payrix
APRIL 3, 2024
Before we dive into the risks associated with payments, let’s review why embedding payments is good for SaaS businesses and the three payment processing solutions available to software companies today. What are the benefits of adding payments to vertical software?
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Stax
DECEMBER 4, 2023
For any merchant selling products or services online, it’s always a good idea to allow customers to make payments on their platform itself—instead of redirecting them to a third-party website or gateway. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac).
Intercom, Inc.
OCTOBER 27, 2022
Whether it’s customer onboarding or just gathering information for an event, we’re often trapped in endless follow-ups and back-and-forth emails until we finally get the assets and can move on with other, more meaningful tasks. Try as he might, he couldn’t find a solution to get around it. And so, he decided to build it instead.
Stax
JANUARY 8, 2024
For SaaS companies, becoming a payment facilitator (or PayFac) offers a ton of advantages—including but not limited to—boosting retention and profitability while exercising greater control over the customer experience. However, several complex types of risks come along with this. Let’s get started.
Sales Hacker
MAY 9, 2019
Plan Compensation for Onboarding and Training. Once you understand how to create a fair compensation plan for your sales team, you can check out some examples: Sales Development Rep (SDR) Compensation Plan Example. AE ($160k) and ½ a CSM ($120k/2) to prospect/win and onboard 20 deals/month at $25k ACV. Set Targets.
Andreessen Horowitz
APRIL 29, 2024
With the combination of diligence solutions (e.g., We also sought the advice of several software providers who work with fintech borrowers to get their best approaches to managing one or more debt facilities. Next, let’s review some of the relevant concepts from negotiating your first facility that relate to funding mechanics.
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