Three Tips to Grow Your Payments Portfolio
Advantages of a BOLD portfolio Building a portfolio with BOLD is a unique experience that many may struggle to find elsewhere. Whether you are building off of an existing book of business or starting from scratch, BOLD has the resources to assist with your company’s...
The Upcoming Changes to PCI-DSS and Timeline for v4.0
PCI-DSS has adopted new changes and rules for v4.0. Take a look at the upcoming changes and timeline for v4.0.
Covering the Upcoming Regulations to Cash Discounting
The industry and what we consider “cash discounting” is changing. As regulations from the card brands begin to mount, many merchant processors are looking to offer a variety of compliant fee-based programs for their merchants. As BOLD continues to uncover details, the...
Part 3 of 3: Feedback Tools That BOLD’s Client Services Use for Continued Success
Managing Multiple Team Members The majority of BOLD’s Client Service team members have worked in the restaurant industry. In working in the restaurant we’ve all been taught different skill sets that would apply in the payment processing industry. When working in a...
Part 2 of 3: How BOLD’s Client Services Team Organizing Cases and Knowledge Base Articles
Last week we covered what makes BOLD’s Client Services Team so successful. This week’s topic discusses how BOLD manages and categorizes the Case types that come in and the vast amounts of information we use for troubleshooting. How BOLD Categorizes Incoming Cases and...
Part 1 of 3: The Tools and Unwritten Rules Used by BOLD’s Client Services Team
Managing a successful support team for POS/Merchant Processing can be tricky. BOLD’s growth over the past 10 years is directly related to the amazing talent we have brought on board, and one team, in particular, is the Client Services (CS) Team. Each CS Team member is...
TIN Validation: Defined, Preventing, and Resolving
Tax season has arrived and has, once again, proven to be one of the most arduous
times of the year. As millions of citizens scramble to seek resourceful and legitimate
guidance from tax accounts, merchants heavily rely on the attentiveness of their
ISO principals and processor officials to take precursive actions to prevent
complications that can result from invalid TIN’s.
4 Common Mistakes When Boarding a Merchant Application – and How to Avoid Them
The goal of this article is to:
– Discuss the 4 most common merchant application errors,
– Identify the ramifications of said merchant application errors,
– Understand how the processor and their partners can work together in effort to avoid these errors as much as possible, in turn ensuring a seamlessly flexible processing platform for our merchants.
