Signing a merchant deal is a significant decision. An enticing offer can help you with life-related expenses, reinvesting to expand your business, or exiting the merchant services industry. However, you don’t want to rush into this process without understanding several essential terms. Sometimes, the terms and conditions in a merchant…
Every business venture must start somewhere. Even agents and ISOs with million—or billion-dollar portfolios spend time getting started managing their first accounts. This time, you lay the groundwork, learn from trial and error, and develop the skills and experience to shape your unique path to success. Laying the groundwork now…
Starting in a new industry can feel both exciting and challenging. Those new to being Independent Sales Organizations (ISOs) and agents feel this same mix of emotions. Navigating variable pricing models, a seemingly endless number of processing platforms, and a steep learning curve makes it easy to make early mistakes.…
Selling a merchant services payment portfolio is a significant decision. When done well, sellers can walk away with a principal lump-sum payment. If executed poorly, a seller risks leaving a lot of money on the table. How can you help ensure you position your portfolio in the best possible light?…
Industries worldwide are rapidly adopting artificial intelligence (AI). In the payment industry, AI does much more than speed up existing processes. For merchant services agents and Independent Sales Organizations (ISOs), using AI isn’t only about leveraging new technology—it’s about forming unbreakable bonds with merchants, protecting portfolios, and guarding against fraud.…
Saying the payment processing landscape evolves fast is an understatement. Such a fast-moving industry can leave any agent or Independent Sales Organization (ISO) reeling. Fortunately, you can help ensure you’re riding a wave of success by understanding and capitalizing on merchant services portfolio trends in 2025. Velocity Funding is an…
Whether you’re new to merchant services or simply interested in learning more, one factor that entices many is the ability to earn residual income. Independent Sales Organizations (ISOs) and agents can generate sizable passive income in the merchant services industry. When companies accept debit and credit card payments, customers can…
Merchant account portfolios enable agents and Independent Sales Organizations (ISOs) to generate considerable residual income. As this happens, merchants can prosper by having multiple ways to accept customer payments. In time, you may have a question that pops up in the minds of many in the merchant services industry, “How…
Most successful Merchant Services Agents and ISO’s know how easy it is to develop tunnel vision, chasing non profitable accounts without knowing it. So, how do you know if that’s happening to you? From dealing with a rapidly attriting collection of merchant accounts to personal and professional life changes, check…
Debit cards, digital wallets, and contactless payments continue to outpace cash in acceptance and popularity. Offering convenient payment methods benefits customers and businesses that set up and use merchant services accounts to accept electronic payment methods. Agents and independent sales organizations (ISOs) can build considerable portfolios and residual streams when…