MX Connect Ideas

This would be a way to board merchants to ACH.com through Vortex.

we would validate their process - skip the email - anonymous merchant routes Can add a signature page at the end of app for face to face signature

I would like to see predictive analysis for the following things: - tenure - lifetime value - margin - forecast seasonality - effectiveness of new products

I would like to see composition graphs: - by product - by platform - top resellers - top merchants - top industries - top SI Codes

cost to onboard merchant cost per minute per phone call from Agent office - cost per minute per phone call for Underwriter - cost per minute per phone call for Legal

Agent built CRM integration - we would try to connect with SalesForce.com, but other CRMs would have to connect with us, this would allow agents to push the minimum info required to board a merchant form the CRM to vortex via API.

- to be able to board merchant data from the CRM - also to be able to provide reporting

Today Unitec boards a merchant to us and then has to login to MX Merchant on behalf of the merchant to create their credentials. We should have some way for our integrated partners to create credentials via an API for the merchant so they don't ha...

so if portfolio is ISV and/or if the individual merchant is integrated with our API, we should flag that guy somehow on the UI.