How strong is your current merchant-services program?

Strong merchant services drives commercial growth, strengthens client relationships, and captures more robust deposits. Assess your program with this strategic checklist.

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What's Inside

Merchant-Services Provider Evaluation Checklist For Community and Regional Banks and Credit Unions

Whether it’s a provider you’ve used for years or one you recently brought on, it’s essential to know if you’re working with a payments vendor or a true payments partner.

Use this 7-page checklist to evaluate and score your program in these categories:

  • Proactive engagement to support new business growth
  • Comprehensive payment-acceptance solutions
  • Strong banker and client engagement
  • Structured partner management and transparent reporting
  • Industry-leading compliance and risk management
  • And more

Download the checklist today and discover what a high-performing merchant-services program should look like.

About Payroc

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Global Operations Team