Processor Integrations:
1
ACQUIRING BANKS/ISO
2
MERCHANT PORTAL
3
MERCHANT APPLICATION OPTIONS
4
UNDERWRITING AND BOARDING
5
CUSTOMER SUPPORT
6
RISK MANAGEMENT
7
UNIVERSITY
8
MOBILE APP
9
RESIDUAL REPORTING
1 ACQUIRING BANKS/ISO
ACQUIRING BANKS/ISO
- Full Transparency Across All Relationships
- No Limit on Number of Users
- Adjustable User Role Profiles
- Simple and Efficient Residual Calculations/Reporting
- Streamline Processes Increase Capacity without Adding Additional Staff
- Fast and simple setup for all entities - ISO, Offices and Agents
2 MERCHANT PORTAL
MERCHANT PORTAL
- Comprehensive Online Merchant Portal with Reporting
- transaction details
- deposit reporting
- statement history
- and more...
- Mobile App Also Available
- Mobile Payments Included (No Cost)
3 MERCHANT APPLICATION OPTIONS
MERCHANT APPLICATION OPTIONS
- Offer Merchants the Ability to Complete Applications
- In Person (On Mobile Device or Tablet)
- Electronically from Any Device with Web Access
- Standard Hardcopy
- Over the phone via call center.
- Easily Send and Receive Documents Using the App Link Feature
- Faster Return Timeframes on Applications
- More Returned Applications
- Signature Authentication (Requires NO Signature)
4 UNDERWRITING AND BOARDING
UNDERWRITTING & BOARDING
- Increase Application Capacity and Reduce Approval Times
- Integrated Suite of Tools Pulls Data for Underwriting Review
- Push Notifications for Pended Applications and Application Status Changes
- Automatic Boarding for Approved Applications
- Automated Auto Approval System with unique rule setting per ISO and Agent
5 CUSTOMER SUPPORT
CUSTOMER SUPPORT
- Online Ticketing System for effective tracking of issues and resolutions
- Ability to Open Service Ticket 24/7 via the Merchant Portal
- Email Notifications with Updated Ticket Status
- Enhanced Communication Ability Between Agents and ISOS
6 RISK MANAGEMENT
RISK MANAGEMENT
- Over 30 Available Risk Flags
- Customize Risk Parameters for Your Portfolio
- Multiple Watch Levels
- Easily Turn Flags On/Off as Needed
- Daily Watch List for Quick Review of Flagged Accounts
- Automate Funds Hold/Reserve Amounts for Flagged Accounts
7 UNIVERSITY
UNIVERSITY
- Compile All the Resources Your Team Needs in One Place
- Merchant Documentation
- Marketing Material
- Training Videos
- Schedule Monthly/Weekly Training Seminars
8 MOBILE APP
MOBILE APP
- Keep track and manage your book of business on the go
- Mobile merchant application so you can sign new business where ever it may be
- Deal Management - Submit new deals or get updated status on deals in progress
- View details and upload important documents related to your clients to better assist when needed
9 RESIDUAL REPORTING
RESIDUAL REPORTING
- Easy calculations for all levels of residual payout amounts
- Manage multiple residual profiles for offices
- Agent/Office level reporting to show what was paid
- View calculated payouts and easily make adjustments as needed
- Multiple charts and graphs to asses growth and revenue production
WHY JARVIS?
Jarvis represents the next evolution of Acquirer/ISO/Agent back office servicing automation. Jarvis was created by industry knowledgeable experts based on input from ISOs in the payments space and addresses the most pressing back office needs of any Acquirer/ISO or agent in the payments community.
From initial key entry of merchant leads through and including the processes of merchant underwriting, acquiring processor boarding, equipment management, go-live and risk management, and subsequent reporting and revenue management, the Jarvis platform automates each and every step in the process flow.
Click to Download My Jarvis:
Based on cloud architecture, and accessible wherever an internet or cellular connection is available, the Jarvis platform enables and automates all back-office duties necessary to manage an ISOs business environment of any size. Powerful shared templates created by the Jarvis client serve to short-cut many ordinary merchant application process steps, creating a one-stop merchant application and boarding environment that can approve, board and activate merchants in under 15 minutes, start to finish. And once live, merchant production activities are easily reported via user dashboards. And Jarvis provides complete and timely monthly residual reporting and payout, quickly and accurately. And most importantly, the Jarvis platform is continually enhanced and updated, guaranteeing the user an ongoing current and up to date back office environment to run their business with.
FEATURES
Jarvis is the most advanced All-in-One customer relationship management software for the merchant acquiring industry. Currently integrated to multiple front and back end providers, “Tsys” and “Tri-Source”. The Jarvis design and functionality is the result of decades of knowledge and experience from the executive team having been in the industry successfully managing every role within an acquirer organization.
Acquirer Bank Integration
Flexible setup and full transparency for Acquiring banks looking to expand or enhance their merchant product offering.
Automated Boarding
Start your customer experience on the right track with reduced time between approved application and merchant go live with our automated account boarding feature.
Customer Service
Easy to use ticketing system allows you to streamline your service process and improve your customer experience.
Integrated Underwriting Tools
Speed approval timeframes by combining decisioning data from multiple sources all in one spot.
Lead Management
Manage and follow up with leads all in one place to generate more efficient sales.
Merchant Maintenance
Easily update your merchants account information without having to leave Jarvis.
Merchant Management
Browser based front end tool to manage all aspects of your merchant portfolio.
Mobile App
All of Jarvis’s tools and features available in the palm of your hand. Both Agent and Merchant portals can be accessed via phone or mobile device.
Merchant Portal
All the tools necessary to manage and grow your business – transaction details, deposit information and more – available 24/7
Multiple User Roles
Customizable user profiles let you decide what features or tools each user has access to so that they get the most out of Jarvis.
Multiple Applications
Offer merchants a variety of ways to complete and sign the application including an e-sign option allowing multiple parties to sign from their desktop or mobile device
Reporting
On Demand Business Intelligence reports to help you analyze and monitor your business.
Risk Management
Offering an array of risk reports that you can adjust based on your portfolio needs allowing you to manage risk for your entire portfolio.
University
Collect your organizations marketing, operational forms, training and more and store them in one convenient spot.
Unlimited Down Line Residual Pay
Residual Calculations for any size ISO with no limit on number of office split calculations.
Unlimited Hierarchy
Create and manage as many offices and agents as you need without having to worry about additional “per user” fees.
Gateway
Process payments easily and securely using Paybug’s fully integrated gateway right from Jarvis.
And More
PARTNERS
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We were confident that Jarvis was going to be the best solution for us after speaking with Andres and Keith and hearing about their technical backgrounds. After reviewing many solutions, Jarvis was the clear winner for us. Their product is robust, including all the various tools we’ll need to manage our portfolio. The product is also highly-customizable, so we’re excited to see how tailored we can get with their product. The most important part is that we feel like we’re in good hands. The Choice Tech team has the experience and knowledge needed to make this a seamless process for Quantum.Orange, CA - Quantum Electronic Payments
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Prior to Jarvis we were using multiple 3rd party systems to manage our ISO day to day needs. None of the systems worked as needed and the cost added up fast. It only took one demo for us to sign up with Jarvis. The ability to board a merchant and go live within minutes was incredible and the unlimited user ability gave us a clear run way to scale. Within 30 days of signing up for Jarvis we saw massive improvement within our corporate office. Within 90 days our deal count started to increase. Within the first year using Jarvis we have tripled our deal count, revenue and agent channel. Thank you Jarvis team for making it possible for us to grow at a rapid pace in today's tough and competitive market.JohnPaul Golino, CEO - Choice Merchant Solutions
SCHEDULE A DEMO
– Learn how Jarvis can help you increase efficiency and grow –
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