Common Sense Virtual Roundtable:

Delivering on the New Standard in Merchant Onboarding

July 13th, 2021, Successfully held

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Here’s what we discussed:

For many payments processors (PSPs), onboarding is fraught with process challenges: getting a new merchant approved typically takes 3-5 days and any additional demands for documentation makes most businesses abandon the flow in favor of a PSP competitor that enables them to transact sooner.

With the global pandemic accelerating the trend of people starting their own businesses, the need for quick, effective and scalable onboarding is greater than ever before.

In this roundtable, moderated by Ekata, we discussed the following themes:

- Market trends challenging the status quo of merchant onboarding
- How onboarding micro-merchants and sole-proprietors are different from traditional business
- Pain points of current methods used for merchant onboarding, including compliance checks
- Scalable onboarding processes that leverage key data insights to help make faster and smarter decisions

Moderated by

Spencer McLain

VP & GM, EMEA at EKATA

Spencer McLain is Ekata’s Vice President and General Manager of the EMEA region. He leads Ekata’s international expansion efforts and owns key relationships with card brands and payment service providers. Spencer supports multiple fraud platform partnerships, collaborates with Product Management to improve Ekata’s API products to ensure that they provide maximum lift in risk models and/or rule-sets, and acts as a key liaison to complex data customers who require specialized testing/analysis.

Request detailed session notes

We are careful about who we send this key document to. The session notes will be sent based on the request, provided your profile matches our qualification criteria.

About Ekata:

Ekata provides APIs and a SaaS solution built around five core identity elements: name, phone, email, address, and IP to help you assess risk in all types of online interactions. These include fake account creation, payment authentication, transaction fraud and manual fraud review.

Participation in the Virtual Roundtable is free of charge to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with a link to the meeting.

If you don’t qualify, we’ll suggest other learning events that may be a better fit for you.

Here’s what attendees at past events have said:

I think it’s really a must-attend event for CX professionals. I’ve gone to other events in the past and this surpasses all of them.

Kimberly Carpenter

Director, Large Business Customer Experience, NRG Energy

A lot of other conferences I’ve gone to are driven off a podium, someone presenting me a solution before they understand my problem. Here I have an opportunity to talk to my peers and learn from them.

Ryan Smith

Sr. Director Care Strategy & CX, GoDaddy

I’m not part of some enormous crowd out there. I’m getting lot of interaction, hearing from people, their own personal stories. Individual examples of how people are leveraging their CX skills in their industry, in their business, in the work that they do everyday.

Nicholas Zeisler

Principal, Zeisler Consulting

Very intimate, Very one-on-one! You are able to really get a lot of candid responses, so we’re getting a ton of value from that and a lot of valuable insights.