From lead management to customer management, our solutions optimize the customer experience with state-of-the-art user interfaces, custom integration with external platforms, and configurable modules to meet your unique needs.
CRM
Case Management
An operations manager’s dream come true – know your outstanding cases and attach service levels to cases for prompt or focused attention.
Boarding
Add merchant accounts quickly and efficiently using robust easy-to-use tools, such as IFTTT (If This, Then That) rules that accommodate all terminal, gateway, and POS combinations. Make prompt underwriting decisions and improve merchant throughput. Access real-time status of merchant applications.
Risk Monitoring
Aperia’s customers experience less than half a basis point in losses using our system. VisionWeb Risk Management provides acquirers and their ISOs with up-to-the-minute analysis and all the expected parameters and rules needed to monitor a portfolio for fraud. Add in historical data for research, trend reports, credits report, retrieval and chargeback reports, authorization logs, EMV, and robust case management and you have Aperia’s industry-leading software for merchant fraud monitoring.
Revenue Management
Gain insight into transactions that are underwater and find pricing errors before they become costly. VisionWeb profitability provides daily reporting for under or overpriced merchants. Monthly revenue and expenses are broken down by category and sales channel enabling users to input back-office and overhead expenses. Downstream sales channel partners can also be provided with reporting or raw data at their hierarchy level.
Residual Reporting
Includes robust compensation functionality configured to meet your individual organizational needs. Provides end-to-end residuals processed from organizational setup and compensation planning, monthly calculation, and payout.
Boarding, Chat, and Documents Repository
Boarding
Flexible, timely, and accurate reporting is key to providing quality service. All merchant activity is rolled up and consolidated by your unique hierarchy. All the relevant data points are available for every sales channel you identify. With summary dashboards, all the pertinent consolidated data is at your fingertips.
Chat
Work in tandem with your help desk by increasing efficiency and promoting self-service. Connect with your customers in the most efficient ways possible.
Documents Repository
Keep track of important letters, faxes, and more by attaching these documents directly to the merchant’s record.
ISO/Agent Bank Reporting
Instead of simply putting your paper statement online, use your merchant statement to reinforce your relationship with your merchants and engage with them as a business service provider. Your branding, your colors, your data in a beautiful, easy-to-understand user interface that integrates non-processor data and gift card, loyalty, check, and other product data. Key features include targeted messaging and customized monthly marketing campaigns. Merchants can click into the interactive statement to discover deeper detail. Multiple printing options are available or stop the print and mail cycle altogether by going 100 percent online with email and SMS notifications.