Agent Bank

As an Agent Bank, what do you stand to gain?

You prefer for your team to sell merchant services directly. We understand the desire to manage your risk and to control your customer relationships. And we’re prepared to give you everything you need to maximize revenue from your merchant services program, while optimizing cash flow for your merchants.

We are here to help you provide exceptional customer experiences for every one of your merchants. We’ll provide a dedicated SCS bank operations manager to ensure that every aspect of your merchant services business is managed appropriately.

We will provide:

  • Programs customized to your needs.
  • We reward outcomes, not volume. For example, we measure our client service staff not by the number of calls they answer but by the accuracy and speed with which they resolve your problems. All problems/inquiries are logged into our portal, SourcePoint, and are tracked through completion.
  • A dedicated, on-site conversion team visiting every existing merchant customer. When you move to SCS, we’ll fund an onsite conversion team on the ground in your market who will work to convert every one of your merchant customers.
  • Detailed, customized training on new products, industry trends and best practices.
  • Customized, targeted marketing programs for your DDAs, in your brand, measured and revised regularly to incrementally improve results.
  • Proactive sales help for selling merchant services and other services.
  • Prospective merchant’s cost (savings) analysis via our online analyzer tool.
  • Quarterly and annual incentive programs to motivate your employees to sell Merchant Services.
  • Quarterly portfolio reviews, recurring branch visits and ongoing training.
  • Customized residual segmenting and breakdown.
  • Detailed reporting through SourcePoint, our exclusive 24/7 online portal. Access all merchant accounts, residual information, customer service tickets, customer service maintenance forms and sales and growth opportunities.
  • A simple boarding system to ensure smooth integration of your merchants.