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S Spotlightpotlight I Innovatorsnnovators

lectronic Merchant Systems has been helping
small and mid-size business owners realize
their full potential since 1988. Headquartered
E in Northeast Ohio, with sales offices across the
country, EMS provides trouble-free deployment of cus-
tomizable payment applications to increase business prof-
itability. EMS serves tens of thousands of retail, internet,
and start-up businesses nationwide, processing over $3
billion in annual payment card transactions. EMS, a recog-
nized payments industry leader and brand, increases its
clients’ financial wellbeing through its innovative suite of
business solutions, high-quality service and professional
employees.
What’s New:

Agent-First Processing, Part 2: Fast-Track Your Deals

lectronic Merchant Systems (www.emscorporate.com), has been helping agents reach their full potential since
1988. Technology and payments industry trends are always changing, but our agent-first model has stood
the test of time. We recognize that today's agents are talented entrepreneurs, not yesterday's "feet on the
E street." Agents deserve to know the status of every deal, from submitted application to account approval. EMS
Agents have the tools, support, and technology they need to efficiently manage the entire deal process. For example, our
Agents can use MyPortfolio to manage their growing portfolios and create custom reports for subagents and partners.
MyPortfolio is a secure agent portal and technology suite that provides a transparent, single-access view of their enter-
prise, affiliates, and customer accounts. "The key to agents' success is the support that acquirers give them," said Matt
Shepard, Executive Vice President, Agent Channel, at EMS. "MyPortfolio is a total back-office tool that improves and
simplifies portfolio management."

Track All Deals
EMS Agents have complete transparency throughout the entire deal process as well as easy access to current paperwork
and deal requirements. Read on for and inside look at the process, features, and benefits of MyPortfolio:
Once Submitted:
EMS expedites the deal process by immediately performing background and verification checks on each incoming mer-
chant application. We also continuously notify agents of a deal's status through MyPortfolio and twice-daily email notifi-
cations. The system will flag any peculiarities on an account, alerting the underwriting team to contact the merchant and
keep the process moving forward. All retail deals are put through an auto-approval process for instant approval, as long
as they meet underwriting requirements.
Once Approved:

EMS Agents receive email notifications any time a merchant calls Client Services. Many companies want the agent out of
the process once a deal is installed, but not EMS. Our focus is on building mutually profitable, long-term relationships, so
we prefer to keep our Agents informed during all steps of the process. With MyPortfolio, EMS Agents have more control
over their portfolios. For example, MyPortfolio gives agents the power to open their own service tickets on behalf of their
merchants. This simplifies and expedites the entire process for both agents and their merchants.
Win More Deals

MyPortfolio users can see the entire customer lifecycle, from acquiring new merchants to creating customized reports for
subagents and partners. It is designed to help agents manage their business and promote essential growth by empower-
ing them to:
• Accelerate Approvals: EMS Agents can speed up the application process with features such as 'Pricing Profiles' and
'Add Location'. They can also expedite online applications by using DocuSign.
• Gain Control: Having a ready-made, high-quality agent portal is a cost-effective alternative to expensive, time-
consuming homegrown systems and third-party solutions.

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