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What is Privvy ISO CRM?

Privvy ISO CRM stands as a dedicated account-management solution specifically designed for independent sales organizations, agents, resellers, and their merchant associates, seamlessly integrating onboarding, service management, and thorough account supervision into one cohesive platform. This innovative tool empowers agents to perform a wide range of functions, including application completion, service request submissions, user additions, and merchant activity tracking, all accessible through a single login, while also providing real-time visibility into vital metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates and a comprehensive searchable document repository, along with electronic disclosure submissions tied to underwriting processes, Privvy significantly boosts the efficiency of both onboarding and risk management operations. The platform is also designed to support hierarchical merchant group structures for clients operating across multiple locations, delivering detailed reports on card batches and ACH transactions, and issuing push notifications for any chargebacks or holds that arise. Moreover, it incorporates integrated email capabilities, allowing agents to interact directly with merchants without leaving the platform, thereby creating a smoother user experience and enhancing overall operational productivity. In essence, Privvy ISO CRM not only streamlines processes but also elevates the standard of service provided by agents to their merchant partners.

What is Banyan?

Various sectors, including financial services, technology companies, hospitality industries, and retail, are vying for consumer loyalty by delivering outstanding experiences. Collaborations between banks and retailers are poised to enrich the seamless and relevant banking and shopping experiences that contemporary consumers seek. These partnerships, which offer customized deals based on particular items and categories instead of merely at the retailer level, can generate significant savings that promote both everyday spending and larger purchases. Additionally, improvements in services for corporate clients will enable the automatic alignment of their expenses from hotels, restaurants, and other providers directly with their banking applications and expense tracking systems. This technological progress not only simplifies financial operations but also reduces the time and effort required to handle fraud claims, transaction issues, and chargebacks, leading to greater efficiency for businesses. As these industries continue to develop, prioritizing customer satisfaction and operational effectiveness will likely foster a more integrated financial landscape that benefits both consumers and service providers alike. Ultimately, the evolution of these collaborations will shape the future of consumer interactions with financial systems.

Media

Media

Integrations Supported

Sensay

Integrations Supported

Sensay

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Defyne Payments

Date Founded

2017

Company Location

United States

Company Website

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

Company Facts

Organization Name

Banyan

Company Location

United States

Company Website

www.banyan.com

Categories and Features

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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