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.
Part II: History and Future of Contactless Payments
Formerly known as “card machines,” terminals have provided the general public with a reliable payment system that is both undervalued and overlooked. History’s first card machine revolutionized the payment system shortly after AMEX developed the first plastic payment card in 1959…
Part 1: The History and Future of Contactless Payments
As with all elements in this evergreen society of progression, every evolutionary idea eventually runs its course. Within the financial sector, the 21st generation is spectating as paper currency hits the iceberg and sinks into the depths of the Atlantic. Prior to the devastating impact of a global pandemic, the use of cash had been on a steady decline, with cash transaction rates having declined from 40% in 2009 to 30% in 2019.
A BOLD Merchant Statement Breakdown: Part Two
Read Part I of the Series Here This post is a continuation of a two-part blog series on Merchant Statements. We discuss what every processor should know about statements, how to uncover hidden fees, and a sneak peek into the BOLD. Statement Analysis process. As...
