Speed Up Merchant Onboarding & Support.

Manage and improve merchant onboarding and support journeys, across teams vendors and channels — with AI  journey orchestration.

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How OvationCXM Improves Merchant Journeys

OvationCXM connects your merchant-services ecosystem: banks, processors, ISOs, hardware providers, and fintech partners into a single workspace.

1. Connect Your Merchant Ecosystem

• Unlock and unify siloed customer data hidden in core banking systems, CRMs, partner portals, ISOs and other vendors.
• Give everyone real time visibility and context into customer status and journey progress, even when it's with third-parties.
• Replace fragmented views and communication gaps for a more seamless customer experience.

2. Build Merchant Journeys Without Code

• Build detailed onboarding and servicing journeys that cover each step, from application approval and risk checks to device shipping, gateway setup and go-live.
• Operations and product teams can configure, personalize and update workflows on their own - no IT or custom code.
• Tailor journeys by merchant segment, product or partner requirements while maintaining compliance and service quality.

3. Automate and Orchestrate Journeys in Real Time

• Turn static checklists into interactive, data-driven journey flows that lead to faster activations and transactions.
• Set event triggers to gather information, send communication and advance to next steps to ensure milestones are completed and journeys progress.

4. Monitor and Improve CX Using AI

• Track onboarding and support journey steps with AI copilots and journey analytics to make improvements on the fly anytime.
• Get notified of irregularities, like hardware delays or transaction errors. Act on AI recommendations to solve issues before they derail activations.
• Keep updated with robust dashboards that display SLAs, partner performance and journey health.

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OvationCXM for Merchant Services

Orchestrate a Superior Merchant Experience with End-to-End Visibility and AI-Powered Efficiency.

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OvationCXM Delivers Results in Merchant Services

Measurable ROI in Year 1 Up to 30% accelerated merchant activation, reduced support volume and increased retention in months, not years.

Real-Time CX Visibility and Analytics Dashboards show activation status, partner performance and friction points across your ecosystem—so you can act before issues affect merchants.

20% Fewer Journey Steps AI-optimized orchestration removes redundant tasks and handoffs, reducing the number of onboarding steps.

Complete brand control of your merchant experience Orchestrate a unified branded experience across different processors, vendors and teams—maintaining complete oversight.

See How Leading Banks Use OvationCXM to Optimize Merchant Services

Read: KeyBank Case Study

How Merchant Services teams use CXMEngine

Dynamic journey orchestration

Step-by-step workflows

Merchant onboarding & support

Streamline KYC/AML

Merchant self-service

Real-time journey data analysis

See How Leading Banks Use OvationCXM for Merchant Services

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Frequently Asked Questions

Learn about our CXM platform for Merchant Services.

What is merchant services CX orchestration?
How does OvationCXM improve merchant onboarding?
Can OvationCXM integrate with my bank’s existing systems?
Do you help orchestrate other business banking product line journeys like trade finance, treasury management or commercial card?