What we Heard

For Vertical SaaS Platforms, flexibility and customization are crucial for addressing diverse customer needs within any given vertical. We heard the issues platforms had when trying to adjust to complex onboarding requirements across merchants and different processors. This creates operational friction, delayed underwriting, and an endless migration process. 

With our latest release, we set out to change a few of the most important barriers that can slow down onboarding and migration with your processor:

- Fixed Requirements: Requirements were fixed per processor connection with little ability to quickly make changes.

- Lack of Visibility: platforms had little visibility into required fields before adding merchants.

- Inconsistent Requirements: Different merchant types needed varying levels of KYC information.

With Customizable Requirements , platforms have a transparent view of what data needs to be collected, even if that data is constantly changing. This allows platforms to scale up migration and underwriting processes with the confidence that they are collecting the right information.

Key Features

Easily see which fields are supported by each connected processor and determine if they are optional or mandatory. This allows you to set them as required fields accordingly.

• Enable platforms to define and set their own required fields.

• Enable updates to these templates over time.  Changes trigger re-evaluating merchants that have yet to onboard.

• Enable multiple requirement templates to be created per platform and per processor connection.

• Assign and manage templates on merchants to evaluate their data dynamically.

• Create a baseline default template for all platform connections.

Reach out tour team at sales@preczn.com or contact us to learn how to dynamically tailor the KYC data you vault for your merchants.