CardConnect
Business Profile
Core Value Proposition
CardConnect provides partner-focused merchant services and a payments platform for Sales Agents, ISOs, Merchants, and ISVs, backed by the Fiserv payments platform.
Target Customer
Sales Agents, ISOs, Merchants, Software Providers & ISVs
Key Differentiator
Agent-centric partner program with CoPilot portfolio management, access to Clover and CoPilot integrations, and a broad ecosystem of solutions under a Fiserv-backed payments platform.
Implementation Timeline
Onboarding and time-to-value can be achieved in minutes for CoPilot-based merchant onboarding; faster onboarding overall is emphasized throughout
Pain Points
- 1Slow or manual onboarding of new merchants
- 2Difficulty tracking and managing a portfolio of merchants and sub-partners
- 3Limited visibility into merchant activity and limited reporting and device/order management
Key Features
- 1CoPilot Portfolio Management (merchant management portal with onboarding tracking, residual reporting, and portfolio insights)
- 2Merchant onboarding and underwriting tracking
- 3Residual/commission reporting and sub-partner performance analytics
- 4Equipment ordering and Clover integration for merchant accounts
- 5Access to CardPointe, Clover, and a library of 300+ apps; Developer Documentation and Partner Portal
Target Customer Industries
Client Results
- 1Faster onboarding and merchant setup (co-pilot onboarding described as taking minutes vs days elsewhere)
- 2Lower processing rates through interchange optimization
- 3Improved portfolio visibility with line-item residual reporting and sub-partner performance
Competitive Advantages
- 1Agent-centric tools and support model for partners
- 2CoPilot portfolio management integrating underwriting, onboarding, and reporting
- 3Clover integration and exclusive access to Clover/CoPilot workflows
- 4Backed by Fiserv payments platform, lending credibility and scale
- 5Extensive app library (300+ apps) and dedicated partner resources
Key Benefits
Case Studies & Success Stories
Terminus Payments partnership testimonial
Afshaad Patel describes aligned goals between CardConnect and Terminus Payments, highlighting mutual focus on partner success.
CC Florida partnership testimonial
Naim Hamdar notes fifteen years of collaboration and growth driven by CardConnect's partner-focused approach.
iSolutions onboarding efficiency
Ryan McBee states that boarding new merchants with CoPilot is faster than competing platforms.
Additional Product Information
Product Description
CardConnect is a payments platform of Fiserv focused on providing Agent and ISO partners with opportunities in Merchant Services to facilitate success and sales growth.
Target Market
Sales Agents, ISOs, Merchants, Software Providers & ISVs
Unique Value Proposition
A partner-first payments platform with CoPilot portfolio management, Clover integration, and a broad merchant services suite backed by Fiserv to accelerate partner growth and merchant acceptance.
Technical Requirements
Integrations with CardPointe and Clover; Developer Documentation; Partner Portal; no explicit pricing or technical minimums stated
Pricing Model
Not disclosed
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