VisionWeb Boarding is a configurable workflow-based system to efficiently capture customer information, underwriting data, entitlements, pricing information, and equipment data during the onboarding processing of a new customer. Built with optimization in mind, VisionWeb Boarding can reduce your boarding processing time from days and weeks to minutes.
Role Based Access
Flexible assignment of permissions for keying data, reviewing data, approving applications, and underwriting tasks enables you to configure the system to meet your unique organization.
Optimized Data Capture
Enter data efficiently with a state of the art user interface which anticipates data entry, validates entry throughout the process, and ensure accuracy.
Rules Based Validation
Implement complex contract data capture with the rules-based editing and field validation.
Configurable workflow enables you to define processes, send email and SMS through a notification framework, and measure process intervals to meet SLAs and improve velocity of the boarding process.
Print-ready contract images are produced for customer signature via E-Sign or a branded portal.
Provide end-to-end data integration to external platforms with API integrations for contract data upload, underwriting status, equipment provisioning, and customer enablement.
Discover a powerful suite of tools for Risk Monitoring, Residual Reporting, Portfolio Management, ISO/Agent Bank Reporting, CRM, Revenue Management, and more.Learn More
With our robust compliance validation, reporting, and communications platform, merchants can identify and address network weaknesses, so that they can achieve compliance. Acquirers can create meaningful analytics to design general and targeted enforcement programs, execute merchant communications, report results, and much more.Learn More
A comprehensive, turn-key solution that simplifies the GDPR compliance process by combining easy to follow security and compliance modules with state-of-the-art workflow that instantly provides the infrastructure businesses need to comply with the GDPR requirements.Learn More
Our 1099K tax reporting and management module provides taxable income reports that conveys amounts reported to the IRS, including sales and deductions for the merchant. The platform also provides comprehensive tools to manage TINs and B-Notices for Backup Withholding to meet regulatory requirements.Learn More
Our HIPAA Help Center solution provides covered entities with the infrastructure they need to comply with the HIPAA standard, including: Risk Assessment, Policies and Procedures (privacy and security), Employee Education and Awareness, Contingency Planning and Testing, Incident Response Management, Business Associate Management, and Asset Management.Learn More