Privvy ISO CRMDefyne Payments
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Related Products
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About
Privvy ISO CRM is a proprietary account-management portal designed for independent sales organizations, agents, resellers, and their merchants, consolidating onboarding, servicing, and full-account visibility into one platform. It enables agents to complete applications, submit service tickets, add users, and monitor merchant activity from a single login, while providing real-time transparency into metrics such as chargebacks, ACH rejections, and batch processing. With features like offer-code pricing templates, a searchable document library, and electronic disclosure submission integrated with underwriting workflows, Privvy streamlines onboarding and risk-management operations. It also supports hierarchical merchant groups for multi-location clients, robust reporting on card batches and ACH transactions, push notifications for holds or chargebacks, and embedded email integration so agents can contact merchants directly without leaving the portal.
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About
Create engaging experiences for your banking customers with transaction data enrichment powered by AI. Get more information from your transactions to delight your customers with a better banking experience. Reduce your operating expenses with fewer chargebacks and customer support calls. Get a clear brand name for each description and an optimized logo of the merchant. Categorize transaction data automatically with 14 main categories and multiple subcategories. Go beyond MCCs to provide your customers with a better overview of their finances. Access additional information from transactions such as the merchant's phone number, website URL, and address including the street, zip code, city, country, and GPS coordinates. Allow your customers to analyze and block them in advance to save costs and reduce chargebacks.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Payment-industry agents and ISOs needing a tool to onboard, service and grow their portfolios efficiently
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Audience
Banks wanting a powerful transaction enrichment platform to create engaging experiences for their customers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDefyne Payments
Founded: 2017
United States
www.defynepayments.com/privvy-iso-crm/
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Company InformationTriple
Founded: 2021
United Kingdom
www.jointriple.com
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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