ISO Amp | Merchant Statement Analysis and Team Training

Streamlined

Training

Leverage our extensive readymade courses on payments industry topics. Add your own content for company specifics and FAQs. Create an accessible time-saving learning library for your team.

Automated

Statement Analysis

Roughly half of statements uploaded to our system are instantly analyzed and returned in seconds. For the rest, our expert human analysts deliver precise tailored analyses in minutes on every statement.

Custom Pricing

Templates

Our system supports ALL pricing models. Once statement analysis is complete default pricing is loaded. Adjust pricing easily with margin and savings in mind, before creating a custom branded proposal.

Interchange

Optimization

Our system automatically categorizes and analyzes each line of the interchange table to identify Level II and & III Optimization as well as markup. This enhances both margin and savings.

Marketing

Campaigns

Use our quick estimate technology to add an instant savings calculator or integrate it into your marketing funnel. It collects merchant contact info and offers customized proposal templates. We also provide a marketing API for seamless integration into your marketing workflow.

Quick

Estimates

No statement... No problem! Our quick estimate feature allows you to give the merchant an estimated proposal before you get the statement. This is a great feature that agents can use in their sales pitch to really grab the merchant's attention.

Custom

Proposals

Once the analysis is complete, you can present the merchant with a custom PDF template that is branded for your company. We have everything from detailed templates that can show Interchange Optimization and Padding to basic templates that display your proposed pricing with simplicity.

Basic CRM

Capabilities

In order to organize prospects and proposals, we provide a basic CRM functionality including business info, stage, tasks, notes, and file management. We also provide a Zapier integration and API that allows you to integrate our system with whatever full feature CRM your team may use.

And so much

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