Page 20 - GS191001

NewProducts

Company: Electronic Merchant Systems
Product: MyPortfolio
Website: www.emsagent.com
Contact: mshepard@emscorporate.com

Increase profits with advanced

portfolio management

lectronic Merchant Systems, a provider of pay- • Time and money savings: Having a ready-made,
ment processing services, expanded MyPortfolio, high-quality agent portal can eliminate the costly,
a secure agent portal and technology suite time-consuming process of developing homegrown
E designed to help ISOs and merchant level sales- systems or renting a third-party solution. EMS
people (MLS) manage the entire sales process. MyPortfolio manages all troubleshooting and continuously
provides users with a single-access view of the customer updates MyPortfolio.
lifecycle, from acquiring new merchants to creating cus-
tomized reports for subagents and partners, EMS represen- • Dynamic reporting: Dynamic reporting tools enable
tatives stated. agents to audit residuals down to the penny and
view the status of customer service tickets in real
"MyPortfolio will help you streamline the complete lifecycle time. Configurable hierarchies and permission levels
for managing portfolios, both for individual agents and facilitate residual audits and service tracking by
offices with sub-agents," said Matt Shepard, executive vice office or individual agent.
president, agent channel at EMS. "The key to agents' success Agent support, expedited funding
is the support that acquirers give them. We've created a
total back-office tool to improve and simplify merchant EMS University, also available through MyPortfolio, is an
portfolio management." online resource where agents can find current, updated
paperwork and a variety of marketing materials and
MyPortfolio has garnered positive reviews from MLSs and support. Monthly EMS webinars on products and services
sub-ISOs, Shepard noted. "They appreciate MyPortfolio's are stored on the portal. Additional tools include self-paced
transparency and dynamic tools, especially the multitier learning modules, sales slicks, training materials and
commission feature that simplifies managing portfolios newsletters.
delivered through sub-agents," he said. "EMS provides
complete and current data; we understand transparency is "We have a full marketing department available to agents
critical to success." that can design brochures, create branded material and
Ready-made toolkit order giveaways for tradeshows," Shepard said. "Agents
no longer have to store virtual brochures; they can get our
ISOs can use MyPortfolio's white-label option to provide most up-to-date collateral from EMS University."
branded, advanced tools to sub-agents in a reliable, user-
friendly format. Branding within MyPortfolio increases The EMS daily residual program is designed to take the wait
brand visibility among an ISO's sales teams. When out of receiving residual payments. Participating agents
salespeople access the agent portal to see their accounts receive detailed residual reports and expedited funding.
or residuals, they will see the sub-ISO company name and This budget-friendly arrangement can help smooth out
brand and not the Super ISO, Shepard stated. the income cycle, especially for agents coming into the
industry, Shepard stated.
The company pointed out additional MyPortfolio benefits
as follows: "Whether you want to invest, pay your sub-agents weekly,
or use your daily residuals to cover an unexpected bill,
• Reliable, quality tools to leverage: Leveraging you're in control of your money," he said. "Unanticipated
technology developed and maintained by a Super ISO expenses happen, and with daily residuals, you don't have
will build and sustain a positive brand perception to struggle as you wait to receive money that's rightfully
among team members. Sub-agents will enjoy access yours."
to a portal that is both reliable and user-friendly.

20