# 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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## Watch On-Demand Merchant Services Demo

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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.](/content/industries/merchant-services#/index.html)

[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.](/content/industries/merchant-services#/index.html)

[20% Fewer Journey Steps
AI-optimized orchestration removes redundant tasks and handoffs, reducing the number of onboarding steps.](/content/industries/merchant-services#/index.html)

[Complete brand control of your merchant experience
Orchestrate a unified branded experience across different processors, vendors and teams—maintaining complete oversight.](/content/industries/merchant-services#/index.html)

## See How Leading Banks Use OvationCXM to Optimize Merchant Services

[Read: KeyBank Case Study](/content/case-studies/key-bank/index.html)

# 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

[Schedule A Demo](/content/contact-us/index.html)

# 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?**