Serve FirstClientsCase Studies

Case Studies

Real world solutions for real world merchants.

Profile

Fine Dining Restaurant

Challenge

Available funds were limited to purchase new products and the company’s Point of Sale (POS) system was going to be non compliant and obsolete.

Recommendation

Cash Advance Program, POS Installation, and Retail Processing Relationship to lower rates and fees.

Result

New POS was purchased by means of merchant advance. POS was installed and rates were lowered.

Profile

Dog Boarding Company

Challenge

Processing fees are cost prohibitive to compete with larger retailers. In addition, need to supplement their revenue stream with additional products.

Recommendation

Save money by lowering processing rates, fees, and modifying the fee schedule. Install a pin debit with a pin pad and launched gift card program to generate income and increase customer retention.

Result

Experiencing success with substantial processing cost savings and additional revenue streams with a refreshed product mix.

Profile

Large MOTO Insurance Firm

Challenge

Processed client transactions using antiquated software and manually entering information. This process was time consuming, labor intensive, and produce a large paper trail. The system of storing data is risky and not PCI compliant.

Recommendation

To install a secure PCI compliant payment portal to store client information with an automated processing system to accept checks and debit/credit cards.

Result

Increased operational efficiencies by streamlining business processes saving countless labor hours. In addition, the company is PCI compliant ensuring the security of sensitive client information.

Case Studies

Real world solutions for real world merchants.

Profile

Challenge

Recommendation

Result

Profile

Challenge

Recommendation

Result

Profile

Challenge

Recommendation

Result

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