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Card Payment Processing Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver Results for Your Clients

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Page 1: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

Card Payment Processing

Trusted Advisor Program

Card Payment Processing Trusted Advisor Program

You Deliver a Card Processing Statement We Will Deliver Results for Your Clients

Page 2: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

About iTransact

• Powered by the largest

processors on planet,

servicing millions

• End-to-end solutions for

retail, Internet, and mobile

merchants

• Credit, debit, gift cards,

e-checks

• True customer-centric

service

• Focused on Trusted

Advisors

Page 3: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

iTransact Market

Differentiation

Trusted Advisor Client Relationship Marketing Strategy:

Adding value to established

client relationships

Page 4: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

Trusted Advisor Program Benefits

Your Clients Will Receive

• Real Savings

• Customer-Centric Service

• Innovative Solutions

• Peace of Mind

Your Firm Will Receive

• Enhanced Client Retention

• Monthly Residual Revenue

• Ability to Attract New Clients

Page 5: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

iTransact will save your client

money on credit card processing

fees –

usually 10% to 25%

Or

We will confirm that your client’s

current rates are extremely

competitive.

We Guarantee

Good News!

Page 6: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

About the Industry Payment card processing is a $3 trillion industry,

expected to reach $4.2 trillion by 2012.

Page 7: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

About the Industry How do the various players get paid?

$1.80

Interchange Fees $0.80

Processing Fees $97.40

Merchant Deposit

An estimated 85% of businesses could be paying less.

Page 8: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

Simple Process – Limited Effort

Three Easy Steps

Step 1 Send your client’s

merchant statement(s)

to iTransact

iTransact pays you monthly residuals for the life of the account!

Step 2 iTransact prepares a

Sure Save Analysis

Step 3 iTransact provides

application assistance

and ongoing service

Page 9: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

Transparent Access to Your Data

Dashboard

Benefits

• Status updates

• Notes and action items

• Access to your clients’

information

• Online residual reporting

The iTransact Dashboard

Page 10: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

• Real Savings - Your client can count

on savings that hit their bottom line

• Unmatched Customer Care – We

serve your clients just the way you do

• Full Service Solutions – No matter

your clients’ processing needs, we can take care of them.

Your Clients will LOVE iTransact!

Page 11: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

• It’s simple, safe, and cost free

• It helps to improve retention with multiple service “hooks”

• Expands prospecting with non-traditional service offerings and new reasons to contact your client

• Reduces revenue pressure with

added income to the firm

Your Firm will LOVE iTransact!

Page 12: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

Dedicated Scalable Team

Committed to Satisfaction

• Industry experts that can answer

questions and ensure client

satisfaction

• Team scalability to suit the needs

of your firm’s size and growth

potential

• Friendly and reliable service to

you and your clients

Page 13: Card Payment Processing Trusted Advisor Program€¦ · Trusted Advisor Program Card Payment Processing Trusted Advisor Program You Deliver a Card Processing Statement We Will Deliver

You Deliver a Statement, We Deliver Results!

Email: [email protected] Call: 800-877-0207