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Accelerate sales leads and conversion

We offer merchant pricing/decisioning, back book client analysis/targeting, and inbound campaign conversion. 

  • Pricing Tool: With Artificial Intelligence (AI), we have the ability to upload your current PDF bill and show you how much can you save on processing
  • Back Book Analysis: Enable segmented analysis and targeted strategy of existing client merchant opportunities with our AI driven tools.
  • Campaign Engine: Increase inbound lead generation and conversion with target campaign implementations
  • Numbers-based value proposition
  • Simplified onboarding and switching experience
  • Accelerated lead generation and conversion

XUP Sales Optimizer

Offers a comprehensive toolkit to drive merchant acquisition and accelerate revenue.
XUP Statement Analyzer
  • Sales Pipeline Management: provide your sales team with a comprehensive view of the sales pipeline, ability to manage active deals, and deliver undeniable value propositions. 

  • Optimized Pricing: receive proposals within 24 hours to provide merchants a tailored and competitive pricing review.

  • Seamless Integration into Onboarding: upon merchant acceptance of their proposal, seamlessly transfer agreed upon rates and fees into a pre-populated onboarding application.


Streamline your merchant experience

We offer a streamlined, fully digital experience offering business owners the ability to self-board merchant solutions within minutes.

  • Self-service, facilitated in branch experiences
  • Bulk invite and upload for targeted offers, ISV, Franchise and Commercial clients
  • Automatic identity verification (i.e. KYC / AML, OFAC, MATCH)
  • POS and gateway integrations
  • Auto underwriting approval and boarding
  • Streamlines enrollment and onboarding processes
  • Increases merchant conversion rates
  • Improves revenue opportunity from card processing
  • Increases insight and control over the experience
XUP Onboarding

XUP Onboarding

Provides an end-to-end digital application experience allowing merchants to self-board in 10 minutes or less.
  • Personalized Product Recommendations: offer merchants personalized product recommendations best suited for their needs as a business 

  • Customized Risk Parameters: take control of which merchants board through automatic identity verification (i.e. KYC/AML, OFAC) and configurable risk parameters

  •  Referral and Incentive Plans: build and strengthen partner relationships while driving revenue through a robust partner referral capability

  • Integrated Lead Management: avoid downtime through easy integration with your current sales and CRM tools


Enhance Your Customer Experience

We can help you enhance your customer relationships by providing ONE experience across all channels.

  • Bank integration
  • Transaction research and reporting
  • Chargeback and dispute management
  • Easy account updates
  • Custom reports and dashboarding
  • Keep customers on your site
  • Provide insight to payment trends and cashflow
  • Easily manage account information
  • Assist with reconciliation across accounts

XUP Service

Delivers merchants the tools they need to manage, understand, and analyze their processing activity in one location.
XUP Service
  • Simplified Account Management: digitize the merchant services experience by enabling batch, chargeback, and account management

  • Comprehensive Data: provide merchants the opportunity to view their processing trends and export any needed data for routine operations 

  • Bank and Processor Integration: directly integrate with bank and processor environments through SSO

  • Self-Help Resources: offer merchant self-help resources via configurable links and contact forms

XUP Analytics

XUP Analytics

Offers a better understanding of your customer base, allowing you to execute data driven decisions, and receive easily shareable reports.
  • Get a Deeper Look: utilize XUP’s analytic capabilities to gain a deeper understanding of your current customers

  • Turn Insights into Results: leverage custom data visualizations and dashboards to identify areas of opportunity

  • Monitor KPIs: receive comprehensive reports built around metrics that matter most

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