---
title: Interactive Merchant-Services Checklist | Free Assessment
description: Your merchant-services program should do more than process payments. Grow commercial relationships, boost client retention, and uncover new revenue.
image: https://partners.payroc.com/hubfs/calculating-costs-of-digital-giving.jpg
---

![payroc](https://partners.payroc.com/hs-fs/hubfs/Imported_Blog_Media/payroc-digital-logo-white%201-2.png?width=130&height=25&name=payroc-digital-logo-white%201-2.png)

[🔝](https://partners.payroc.com/evaluate-my-merchant-services#top)

# How strong is your merchant-services program?

Your merchant-services program should do more than process payments. It should help your financial institution grow commercial relationships, strengthen business-client retention, and generate new revenue opportunities.

Use this interactive checklist to evaluate your current program, identify potential gaps, and uncover opportunities to improve performance.

[Start your assessment](https://partners.payroc.com/evaluate-my-merchant-services#get-started)

No download required. Complete the checklist right here.

[🔝](https://partners.payroc.com/evaluate-my-merchant-services#top)

Platform

Move Money

- [Payment Processing](https://payroc.com/payment-processing-services/)
- [Omnicommerce Gateway](https://payroc.com/solutions/gateway/)
- [Payment Devices](https://payroc.com/solutions/payment-devices/)
- [Pricing Programs](https://payroc.com/payment-processing-options/)
- [Global Payment Orchestration](https://payroc.com/solutions/payment-orchestration/)

Run the Business

- [Payroc Capital](https://payroc.com/merchant-financing-solutions/)
- [Invoicing & Billing](https://payroc.com/invoicing-and-billing/)
- [Point-of-Sale Systems](https://payroc.com/point-of-sale-systems/)
- [Giving & Donations](https://payroc.com/donations-and-giving/)
- [Data & Analytics](https://payroc.com/payment-analytics/)

Integrate & Build

- [Integrated Payments](https://payroc.com/integrated-payments/)
- [Integration Essentials](https://payroc.com/solutions/prebuilt-integrated-payment-solution-for-saas/)
- [Payroc Cloud](https://payroc.com/solutions/cloud/)
- [Full Stack](https://docs.payroc.com/solutions#full-stack)
- [Developer Experience](https://payroc.com/solutions/developer-experience/)
- [Direct ERP Integrations](https://www.bluesnap.com/partners/?_partner_category=erp-crm)

Who We Serve

Partner With Us

- [Software Providers](https://payroc.com/industries/saas-vendors/)
- [ISOs & Agents](https://payroc.com/industries/sales-partners-agent/)
- [Financial Institutions](https://payroc.com/industries/financial-institutions/)
- [Referral Partners](https://payroc.com/industries/referral-partners/)

Process With Us

- [Small & Midsize Businesses](https://payroc.com/industries/merchants/)
- [Enterprise](https://payroc.com/enterprise-payments/)

Build With Us

- [Developer Experience](https://payroc.com/solutions/developer-experience/)

Developers

- [Developer Portal](https://developers.payroc.com/)
- [Payroc.ai](https://payroc.ai/)
- [Developer Docs](https://docs.payroc.com/)

Who We Are

- [About Us](https://payroc.com/about-us/)
- [Events](https://payroc.com/events/)
- [Careers](https://payroc.com/about-us/careers/)
- [Our Community](https://payroc.com/about-us/our-community/)
- [Our Team](https://payroc.com/about-us/our-team/)

Resources

Learn

- [Blog & Insights](https://blog.payroc.com/?hsLang=en)
- [Case Studies](https://payroc.com/case-studies/)
- [Product Updates](https://payroc.com/product-updates/)
- [Feature Log](https://payroc.com/feature-log/)
- [News & Press](https://payroc.com/about-us/awards-and-press/)

Support

- [Support Center](https://support.payroc.com/)
- [Security & Compliance](https://payroc.com/security-and-compliance/)

---

**System status**

All systems operational

Payroc WorldAccess, LLC or its subsidiaries (“Payroc”) is a registered Independent Sales Organization (ISO) of Fifth Third Bank, N.A., Cincinnati, OH, Peoples Trust Company, Vancouver, BC, Canada, PNC Bank, N.A., Pittsburgh, PA, Wells Fargo Bank, N.A., Concord, CA, Wells Fargo Bank, N.A., Canadian Branch, Toronto, ON, Canada, Citizens Bank, N.A., Providence, RI, Merrick Bank Corporation, South Jordan, UT, Woodforest National Bank, The Woodlands, TX and KeyBank, N.A., Cleveland, OH. Payroc is a registered Encryption Support Organization (ESO), Payment Facilitator (PF), Third-Party Servicer (TPS), Merchant Service Provider (MSP), and a Third-Party Agent (TPA) of Fifth Third Bank, N.A., Cincinnati, OH.

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