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NewProducts

Gain customers with integrated

workflows, data management

• Auto-save: Automate and reduce supporting
documents and remove redundant questions by
leveraging the platform's auto-save capability.
• CRM, processor integrations: Eliminate friction by
delivering an uninterrupted customer experience
across multiple processor CRMs and platforms.
nder, a fintech startup, created Under, a solu- Other key features Driscoll spotlighted include account
tion designed to help financial services compa- validation and verification, including KYC/KYB/credit
nies streamline the data collection process. By verification/banking validation; advanced decisioning,
U collecting, synthesizing and integrating data, which optimizes the data collection process by tapping
documentation and e-signatures, the software platform into Under's advanced decision engine and performance
aggregates workflows and can seamlessly integrate with reporting capabilities; and hierarchy permission, which
multiple onboarding APIs and CRM systems to enhance enhances security by creating permission levels to enable
the customer experience while seamlessly mapping data structured, protected and multi-tiered workflows.
onto other applications, the company stated.
Partner ready
Colin Driscoll, director of business development at Under,
described the company's platform as a one-stop shop for Driscoll further noted that Under customizes its service
ISOs, agents and service providers. "We automate the offerings to its channel partners, which include processors,
process of onboarding MIDs and gathering a variety of ISOs, MSPs, ISVs and agents, and offers a range of plans
online apps," he said. "The software is processor agnostic and flexible pricing models designed to grow and scale
and can integrate with multiple processor onboarding with its partners. He also stated that companies can sign
APIs as well as CRMs used by ISOs and MSPs and account up in less than a minute to create a demo account and test
opening services such as KYC, KYB, and credit and banking drive the service at no charge for 30 days.
account validation."
Under, a third-place 2022 Catapult winner at the Northeast
Advanced automation Acquirers Association conference, has been recognized
by the payment industry for its unique approach to
Driscoll went on to say that Under acts as a strong front-end simplifying data collection and electronic documentation
middleware that can capture and upload essential lead data and accelerating the merchant onboarding process.
to a CRM or onboarding platform with just a few clicks.
He pointed out that the platform supports unlimited users, "Under helps ISOs onboard more quality clients by saving
allows agents to focus more on their sales and spend less time by eliminating manual data entry and reducing
time on administrative tasks, and offers such features as: customer abandonment by replacing clunky, hard-to-use

• Streamlined communication: Reduce back-and-forth forms with user-friendly online documents," Driscoll said.
email communication by utilizing pre-populated
data for quick form completion. "These capabilities, combined with merchant identity
verification, substantially decrease the number of pended
• Embedded web forms: Improve efficiencies by applications while accelerating live, approved applications."
embedding forms into your website to securely
capture data without redirecting customers.

• PDF mapping: Avoid customer abandonment by
replacing clunky PDFs with clearly legible, responsive Company: Under
forms.
Product: Under
• e-signature, document collection: Accelerate Website: https://under.io
workflows by aggregating data, documents and
e-signatures, providing digital tools that synthesize Contact: sales@under.iom
and validate customer data.

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