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Web, Mobile
– B2B Payments

Category

Development

Client

Payment Cloud

Industry

Fintech, Banking

Platforms

Web, iOS, Android

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App to streamline B2B onboarding between businesses and banks

PaymentCloud is a merchant service provider that wanted a Client onboarding application to replace their excel-based manual customer on boarding process with an online omnichannel solution which included a Payment Cloud CRM (Relationship management system) with AI and automation to expedite the full lifecycle from submission to review to underwriting and approval from a banking partner.
  • + Discovery and Scoping
  • + Prototypes & Wire Framing
  • + UI/UX Design
  • + Mobile / Web development
  • + API Integration
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DISCOVERY & SCOPING
UX/UI DESIGN
WEB DEVELOPMENT
PROTOTYPES & WIREFRAMING
QA

A tool to facilitate partnerships

between businesses and banks in the US

Industry: Fintech,     Platforms: Web, iOS, Android    Client Geography: USA

About the Business

PaymentCloud is a merchant service provider. Their team decided to create a tool for outside sales agents to easily communicate with the PaymentCloud relationship management team, submit applications for processing, and upload documents for admins to underwrite and submit to their banking partners for approval and onboarding.

Project Tasks and Challenges

Identify weaknesses, rethink and redesign crucial user flows

Build wireframes and prototypes that represent redesign solutions and core user flow functionalities
Design and code the interface of the comprehensive solution.
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Solutions Features

Upload documents for Submitting

Outside sales agents are able upload documents for admins to underwrite them

Communication with Payment Cloud team:

Sales agents can easily communicate with relationship management team via the platform

Statistics on merchants approved:

Sales volume, net worth, returns, chargeback and many more

For those of us who are blessed with good sight. So we seldom consider it. That’s why going off to investigate the whys and hows involved is a little like trying to get behind the wind