Under, a fintech startup, created Under, a solution designed to help financial services companies streamline the data collection process. By collecting, synthesizing and integrating data, documentation and e-signatures, the software platform aggregates workflows and can seamlessly integrate with multiple onboarding APIs and CRM systems to enhance the customer experience while seamlessly mapping data onto other applications, the company stated.
Colin Driscoll, director of business development at Under, described the company's platform as a one-stop shop for ISOs, agents and service providers. "We automate the process of onboarding MIDs and gathering a variety of online apps," he said. "The software is processor agnostic and can integrate with multiple processor onboarding APIs as well as CRMs used by ISOs and MSPs and account opening services such as KYC, KYB, and credit and banking account validation."
Driscoll went on to say that Under acts as a strong front-end middleware that can capture and upload essential lead data to a CRM or onboarding platform with just a few clicks. He pointed out that the platform supports unlimited users, allows agents to focus more on their sales and spend less time on administrative tasks, and offers such features as:
Other key features Driscoll spotlighted include account validation and verification, including KYC/KYB/credit verification/banking validation; advanced decisioning, which optimizes the data collection process by tapping into Under's advanced decision engine and performance reporting capabilities; and hierarchy permission, which enhances security by creating permission levels to enable structured, protected and multi-tiered workflows.
Driscoll further noted that Under customizes its service offerings to its channel partners, which include processors, ISOs, MSPs, ISVs and agents, and offers a range of plans and flexible pricing models designed to grow and scale with its partners. He also stated that companies can sign up in less than a minute to create a demo account and test drive the service at no charge for 30 days.
Under, a third-place 2022 Catapult winner at the Northeast Acquirers Association conference, has been recognized by the payment industry for its unique approach to simplifying data collection and electronic documentation and accelerating the merchant onboarding process.
"Under helps ISOs onboard more quality clients by saving time by eliminating manual data entry and reducing customer abandonment by replacing clunky, hard-to-use forms with user-friendly online documents," Driscoll said.
"These capabilities, combined with merchant identity verification, substantially decrease the number of pended applications while accelerating live, approved applications."
Website: https://under.io Contact: firstname.lastname@example.org
The Green Sheet Inc. is now a proud affiliate of Bankcard Life, a premier community that provides industry-leading training and resources for payment professionals. Click here for more information.
Notice to readers: These are archived articles. Contact names or information may be out of date. We regret any inconvenience.Prev Next