Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

NMI Merchant Relationship Management (formerly IRIS CRM) is a platform purpose built for the payments industry, that helps banks, ISOs, ISVs and payment providers streamline and scale their merchant operations. From lead acquisition and underwriting to onboarding, support, and compliance, Merchant Relationship Management brings every part of the merchant lifecycle into one intelligent, automated ecosystem. At its core are three integrated tools: Merchant Central – A portfolio management hub that automates onboarding, residuals, and reporting. ScanX – A risk assessment engine for KYC, KYB, and AML compliance. MonitorX – Continuous monitoring that provides real-time oversight of merchant risk. Together, they replace manual processes and fragmented systems with a unified, compliant workflow that helps teams work faster and smarter. Unlike other CRMs, Merchant Relationship Management is built specifically for payments, with deep industry functionality and modular deployment options that integrate seamlessly into existing systems—or operate independently. It supports high-volume portfolios, reduces “not in good order” applications, and helps institutions maintain full control over branding with customizable, white-label interfaces. Merchant Central takes the headache out of residuals management, saving you time, reducing errors and giving you full visibility into your portfolio. NMI’s automated residuals management helps ISOs , banks and payment providers streamline payouts, improve their agent reporting experience, and turn residuals into a reliable source of growth. With MRM, organizations gain visibility across their merchant ecosystem, reduce operational burden, and improve retention by delivering faster, more transparent service to every merchant.

Description

Parafin delivers the essential connective framework that strengthens and sustains financial services. We manage various aspects such as sourcing, underwriting, origination, servicing, compliance, and risk management, among others. Our journey begins with exceptional underwriting practices. Utilizing advanced machine learning models, we analyze data from millions of businesses spanning diverse industries to assess eligibility for offers and optimize the experience for merchants. Additionally, we have developed a sleek, white-labeled user interface that integrates effortlessly into your current platform. We assume the risk and guarantee that our offerings adhere to a multitude of government regulations. By expertly navigating the intricacies of capital markets for you, we ensure a smooth operational flow. Collaborating with top-tier financial institutions, including Jefferies and Silicon Valley Bank, allows us to maintain a consistent influx of funds to support your merchants. Beyond merely providing a framework, our all-inclusive solution delivers a comprehensive financial services program tailored to meet your needs. In essence, we empower businesses through seamless access to capital and compliance, enhancing their overall functionality and market presence.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign Yes 
Amazon No 
Hyperise Yes 
LiveChat Yes 
Microsoft Outlook Yes 
NMI Merchant Central Yes 
Refold Yes 
Vercel No 
Visa Click to Pay No 
Walmart No 
Worldpay No 
Zapier Yes 

Integrations

Adobe Acrobat Sign No 
Amazon Yes 
Hyperise No 
LiveChat No 
Microsoft Outlook No 
NMI Merchant Central No 
Refold No 
Vercel Yes 
Visa Click to Pay Yes 
Walmart Yes 
Worldpay Yes 
Zapier No 

Pricing Details

$1,499 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

NMI

Country

United States

Website

www.nmi.com/products/merchant-relationship-management/

Vendor Details

Company Name

Parafin

Founded

2020

Country

United States

Website

www.parafin.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

Financial Services

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

Alternatives

Alternatives

Payitiv CRM Reviews

Payitiv CRM

Payitiv