Partner onboarding · discussion draft

Build a banking partnership around a clear operating case.

Choose the transaction streams, model your assumptions and prepare a brief for joint review. No personal or banking documents are needed. Inputs stay in this page and clear on refresh.

Try a mock transaction first →

Discussion planner · step 1 of 4

Choose your role

Build a proposal around the services your institution wants to explore. Each business needs its own merchant and settlement responsibilities.

Proposed partner role

Transaction streams to exploreWater paymentsRecurring bill payments and prepaid purchases, linked to the correct provider and customer account.Commercial salesPump, meter, installation and software sales with an order, invoice and named merchant.Maintenance collectionsRepair invoices and service-plan charges linked to the asset, work order and service business.