What We Heard:

Onboarding customers onto an embedded processing solution is an initiative that’s at the top of the mind of most platforms that understand the impact of fintech monetization. Reducing unnecessary friction in that process is critical to increasing activation across cohorts of customers. 

Many platforms already have much of the data required to underwrite and are typically only missing a few important fields. 

Our Streamlined Onboarding for Platforms enables platforms to visualize exactly what data is needed to complete the onboarding process and request only that data from their customer.

Product Features

Customer Data Import:

Preczn provides a comprehensive suite of tools to centralize and store your existing merchant data seamlessly, enabling smoother onboarding by pre-filling merchant information.

• CSV Import - Export data from your database or CRM and import it using preconfigured CSV files. This method is ideal for initial data population.

  
  

• Pull from Connection - Utilize our API integrations to automatically pull merchant data from your existing fintech providers.

  
  

• Full Merchant API - Connect your CRM or database directly to our Merchant APIs to send and manage merchant information programmatically. Leverage webhook notifications to keep your platform up-to-date as merchants update their data or onboard through various connections.

Onboarding Requirement Deltas

Visualize outstanding requirements across multiple fintech providers to identify which data points prevent a merchant from being connected to a payment processor.

As more data is populated, Preczn continually evaluates and tracks the remaining information needed for onboarding completion.

Customizable Forms

Send white-labeled onboarding forms requesting only the data required for underwriting by the respective fintech provider. These forms also pre-load existing merchant data, allowing merchants to validate or update outdated information.

Easily track the progress of each step as merchants complete their onboarding process.