merchant onboarding

Expert Sales and Onboarding Support for Your Clients

Building Stronger Relationships Through Merchant Outreach

For many banks, onboarding marks both the beginning and the end of the merchant relationship. Accounts are created, access is granted—and ongoing support ends there.

At Basys, we take a different approach. We help banks create lasting, mutually beneficial relationships with their business clients. In addition to supporting gateway API integration, we work with you to leverage technology in ways that strengthen client loyalty and enhance the overall customer experience.

Improving Merchant Onboarding Through Streamlined Solutions

Save Time

Fast, streamlined onboarding—often completed in minutes, with expert support when needed.

Support at Every Step

Simple tools plus hands-on guidance create a smooth, confident onboarding journey.

Strengthen Relationships

Our team provides insights and support to help you grow and retain client relationships.

Support Your Clients and Strengthen Your Growth

Basys makes onboarding simple and seamless—helping you deliver better service and drive more revenue.

How Basys Improves Merchant Onboarding

Every bank we partner with is assigned a dedicated Basys expert. Your representative works closely with you to understand your strengths, identify opportunities and support your growth goals.

With a clear understanding of your needs, we deliver tailored strategies to strengthen your merchant services program—providing both technical support and marketing resources to help you grow adoption of your bank’s payment solutions.

Throughout the process, you and your clients receive personalized service from a team committed to helping you drive revenue through both debit and credit transactions.

Frequently Asked Questions

How does a bank capitalize on new merchant relationships?

Building strong merchant relationships starts with understanding each client’s goals. The onboarding process is an opportunity to gather insights that inform personalized support and future growth strategies.

By using the information collected during onboarding, your bank can proactively offer solutions that help merchants succeed—strengthening their loyalty and expanding your own revenue opportunities.

Forward-thinking banks also leverage technology, such as business management tools, to give clients more ways to share goals and needs. With the right strategies and support, you can deepen merchant relationships and create long-term, mutually beneficial partnerships.

How can improved merchant onboarding help drive revenue?

A faster, more streamlined onboarding process creates a better first impression and strengthens client relationships from the start. By gathering key information early, your team can identify opportunities to offer additional banking services that help merchants grow—and grow your revenue alongside theirs.

A strong onboarding process also helps uncover if a merchant is using another payment provider. With Basys’ custom payment solutions, you can offer integrated debit and credit processing—and unlock new revenue streams through tailored revenue share programs. It’s a powerful way to support your clients while strengthening your bank’s bottom line.

How does Basys support our sales team through merchant onboarding

Basys helps your sales team turn onboarding insights into revenue opportunities. Through data analysis, your bank can better leverage existing customer relationships—identifying opportunities to cross-sell services, request referrals and strengthen loyalty.

One powerful resource is the ACH mining report. Your Basys representative can help you pull deposit data across your accounts and cross-reference it against a comprehensive list of industry processors. This report identifies customers actively processing with another provider, allowing you to prioritize outreach to the highest-value prospects first.

As your payment solutions partner, Basys supports you every step of the way to help grow and protect your client portfolio.