Follow a credit union’s journey to provide merchant solutions

Jake LawrenceVP of Small Business Lending

About Jake
  • Age : 44
  • Company : Journey's Credit Union
  • Location : Denver, Colorado
  • Job title : VP of Small Business Lending
  • Salary : $100,000
  • Assets : $1.5 Billion
Jake’s Challenges:
  • Providing the right products and resources for the small businesses he serves through the credit union. He would love to bring in some additional revenue.
FIS Solutions
  • FIS Merchant Referral Program: Through this program, FIS provides an entire suite of Merchant Solutions that Jake can offer to his small business merchant clients. Jake would refer the member to his designated sales representative at FIS.

Jake LawrenceVP of Small Business Lending

Learn More
X About Jake
  • Age : 44
  • Company : Journey's Credit Union
  • Location : Denver, Colorado
  • Job title : VP of Small Business Lending
  • Salary : $100,000
  • Assets : $1.5 Billion
Jake’s Challenges:
  • Providing the right products and resources for the small businesses he serves through the credit union. He would love to bring in some additional revenue.
FIS Solutions
  • FIS Merchant Referral Program: Through this program, FIS provides an entire suite of Merchant Solutions that Jake can offer to his small business merchant clients. Jake would refer the member to his designated sales representative at FIS.

Jake actively manages the small business lending portfolio but notices a common trend: For many of the small businesses he works with, many are looking for affordable merchant payment solutions.

Looking through several of FIS’ options, Jake enrolls in the Merchant Referral Program, allowing him to recommend industry-leading payment processing solutions and services to valued merchant customers. With this program, there is no expense, and a great way to generate risk-free income while removing fraud liability and regulatory and compliance obligations.

Jake is working with Marty, small auto body shop owner. Marty is just about to close on his small business loan with Journey Credit Union and is looking into several different options for a payment processor.

Next, Marty asks Jake's advice on how to get set up with point-of-sale equipment for the auto body shop. Jake's got the perfect tools in mind...

The same day, a current client walks in. It’s Julie! Julie is running a pretty profitable health and wellness store here in Denver. As a high-volume business, she would love to expand this business to the wider market and begin offering her famous artisan soaps online. Jake suggests ClearCommerce as the right e-commerce gateway to fit Julie's needs.

Julie presses Jake further. “Are you sure this is the right product for me? I can’t afford a breach. Can you tell me more about how ClearCommerce protects me from fraudulent charges?”

Next, walks in Chad, owner of PowerPlus Gym. Chad has been having trouble making his loan payments on time. He has been losing out on income due to customers’ missed payments. Since most memberships are paid through recurring payments, he has been unable to collect their monthly membership fee when their cards expire.

       
       
       
   
;
Scroll right or use
your arrow keys
to view journey
Comprehensive Partner & Merchant Training
Our dedicated customer service and support provides terminal programming and in-depth training. FIS also provides guidance on regulatory and compliance responsibilities. Learn More >
24/7 Support
FIS works directly with Jake to ensure smooth and efficient account operation. Learn More >
FIS Merchant Processing
Jake suggests the FIS merchant processing for his client. Offering him great pricing and strong customer support, Jake is thrilled to provide his client with an excellent product, while also getting a cut of the sale. Learn More >
Kineticpay
Jake offers his client a few options: Kineticpay™ from FIS™ is an all-in-one point-of-sale (POS) and business management solution that can help Jake’s client run everything from customer payments to business inventory, and sales and marketing. Whether Jake requires on-the-go payment convenience, or a fully integrated countertop solution, FIS has merchants covered. Learn More >
Equipment Leasing
Through the Equipment Leasing Program, FIS offers industry-recommended equipment with the latest security requirements. With one low monthly payment and free equipment swaps for the life of the agreement, this is a great option for Jake’s small business client. Learn More >
ClearCommerce
ClearCommerce provides a complete suite of tools to assist customers with managing all the payment, fraud and order review challenges associated with a CNP business. ClearCommerce supports all major payment methods with no currency limitations. All transactions are processed securely and in real time, whether online, via your call center or from a retail POS device. Learn More >
FraudShield, a ClearCommerce Solution
FIS' ClearCommerce FraudShield solution offers the industry's most extensive arsenal of fraud technologies, from the basic tools and services you need to begin your fraud prevention efforts, to advanced capabilities utilizing leading-edge technologies. Learn More >
Account2Present
Jake's got the right solution for him! FIS Account2Present prevents transaction disruptions due to account changes. It extends the life of card-on-file and recurring payment arrangements and helps secure these ongoing, revenue-generating relationships. Learn More >
DOWNLOAD THE PLAYBOOK
SHARE THE EXPERIENCE

DOWNLOAD PLAYBOOK