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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Banks, fintech companies, hotels, and retailers are all competing to capture the attention and loyalty of their customers by offering meaningful experiences. Partnerships between retailers and financial institutions are set to enhance the integrated and relevant shopping and banking encounters that consumers desire in today’s market. By providing personalized offers to cardholders at both the item and category levels, instead of merely at the merchant level, significant discounts can be extended to encourage not only routine purchases but also larger transactions. Additionally, the experience for corporate spenders is being refined, with systems in place that automatically sync their expenditures at hotels, eateries, and various vendors directly with their banking applications and expense management systems. This advancement not only streamlines the process for users but also helps to minimize the resources and time used in addressing fraudulent claims, transaction disputes, and chargebacks, thereby boosting operational efficiency across the organization. Such innovations signal a shift towards a more customer-centric approach in finance and commerce.

Description

Privvy ISO CRM is a specialized account-management platform tailored for independent sales organizations, agents, resellers, and their merchant partners, effectively combining onboarding, servicing, and comprehensive account oversight into a single solution. This platform allows agents to carry out various tasks, such as completing applications, submitting service requests, adding users, and tracking merchant activities, all from one centralized login, while simultaneously offering real-time insights into crucial metrics like chargebacks, ACH rejections, and batch processing. Featuring tools such as offer-code pricing templates and a searchable document repository, along with electronic disclosure submission linked to underwriting processes, Privvy enhances the efficiency of onboarding and risk management tasks. Additionally, it accommodates hierarchical merchant group structures for clients with multiple locations, provides in-depth reporting on card batches and ACH transactions, and sends push notifications for any holds or chargebacks. Furthermore, the platform includes integrated email functionality, enabling agents to communicate with merchants directly without navigating away from the portal, thereby fostering a seamless user experience and improving operational efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Sensay Yes 

Integrations

Sensay No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Banyan

Country

United States

Website

www.banyan.com

Vendor Details

Company Name

Defyne Payments

Founded

2017

Country

United States

Website

www.defynepayments.com/privvy-iso-crm/

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Alternatives

Alternatives