Choose
Your Plan
One solution does not fit all. Based on our experience in the
industry, we have developed multiple processing options to meet
your unique needs. With our variety of plans, you can choose the
level of involvement that meets the philosophy of your organization.
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plan comparison chart
Partnership Plan
For financial institutions that take a more hands-on approach
in servicing their merchants.
TRANSFIRST
Responsibilities:
- Essential Services
- 24/7 HelpDesk support
- Financial institution business day assistance
- Client relations team to assist financial institution
- TransFirst maintains 100% of liability
Financial Institution Responsibilities:
- All responsibilities included in Advantage Plan
- Merchant pricing responsibility
- Basic business day support including:
- New merchant training
- Basic terminal and statement assistance
- Assist with AMEX/Discover and check
service setup
- Download and deployment of terminal
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plan comparison chart
Advantage Plan
TRANSFIRST
performs a majority of merchant services on behalf of the financial
institution.
TRANSFIRST
Responsibilities:
- Essential Services
- Terminal downloads, deployment
- Merchant training
- 24/7 HelpDesk support
- Next-day replacement of hardware
- Client relations team to assist financial institution
- TransFirst maintains
100% of liability
Financial Institution Responsibilities:
- Gather application information
- Maintain/monitor DDA account
- Merchant pricing responsibility
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plan comparison chart
Referral Plan
TRANSFIRST
will open accounts on behalf of the financial institution. In
return, the financial institution receives a flat basis point
income spread for each account signed.
TRANSFIRST
Responsibilities:
- TRANSFIRST
performs all services on behalf of the financial institution
- Initial contact with the merchant
- Setting pricing and obtaining needed information
for approval
- Ongoing customer service
- Merchant Training
- 24/7 Help Desk
- TransFirst maintains
100% of liability
Financial Institution Responsibilities:
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plan comparison chart
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